Key Strategies for Successful Business Exit Planning
Explore essential strategies and concepts for effective business exit planning, focusing on creating transferable value and addressing challenges faced by business owners. Learn about the Value Acceleration Methodology, the importance of collaboration with trusted advisors, and the Four Cs of capital. Discover the Strategic Value Creation Formula and how to navigate the exit planning process to secure the future of your business and estate.
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Presentation Transcript
Jim Wisdom, CFP, CEPA JLW Financial & Ins. My Financial Coach Webinar Sept. 21, 2021 Jim Wisdom, CFP, CEPA JLW Financial & Ins. Svcs My Financial Coach Webinar Sept. 21, 2021 Svcs. .
Working with privately held business owners since 2003-Financial & Ins. Svcs. Area of Focus: Assisting business owners through the exit/transition phase of their business CFP with College for Financial Planning-1992 CEPA with Exit Planning Institute(EPI)-2019 EPI Member- Conejo Valley Chapter EPI Affiliate Member- LA, Orange County and San Diego Chapters
Exit Planning defined Key challenges facing business owners Key concepts owners need to know The Solution: Value Acceleration Methodology
Exit Planning combines the plan, concept, effort, and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer and social capital. The future of you, your family, and your business are addressed by exit planning through creating value today.
Demographics What Next? The business = 80% of owner s estate 80% of businesses don t sell The 5 D s
Exit Planning is good business strategy It s a phase of business Owners should focus on value, not income Collaboration of the owner s trusted advisors is key. Look at the business as an investable asset. Buyers are looking for transferable value transferable value
Also known as The Four Cs Human Capital Customer Capital Structural Capital Cultural Capital
Strategic Value Creation Formula Strategic Value Creation Formula Cash Multiple= Multiple= Sales Predictable Cash Flow Clean Balance Sheet Size Matters Private Capital Market Conditions Terms/Exit Option Intangibles Intangibles ( Value Factors) You Control You Control Some
Business Valuation Options Book: Walking To Destiny: 11 Actions An Owner MUST Take To Rapidly Grow Value & Unlock Wealth E-Book: John F. Dini- Beating The Boomer Bust Initial Free Consultation
Jim Wisdom, CFP, CEPA JLW Financial & Insurance Services Work: (805) 497-9264 Cell: (818) 469-6640 E-Mail: jim@jlwfinancial.com www.jlwfinancial.com
