Exit & Succession Planning

As a successful owner, you probably have many daily business obstacles to overcome – or at least work around. But what are your long-term goals? What do you envision doing in five or seven years? Sikich is here to help you work on your business, not just in your business. Most owners begin to express interest in the creation of a road map to help them maximize the amount of money they will capture from the sale or transfer of their business, while minimizing taxes, when they start thinking about these recurring questions:

• Do you find yourself thinking about getting out of your   business?

• Are you wondering how to groom a successor?

• Is passing your company on to your children becoming   increasingly unlikely?

• Are you getting tired of fighting the alligators and want a   different challenge?

• Does the whole succession idea seem overwhelming?

• Have you prepared for the biggest financial event of your   life?

If you can answer yes to any of these questions, it is time for you to prepare for the biggest financial event of your life. If you have an interest in exiting your business in style, the next step is to commit roughly 10-30 minutes of your time to complete our Workbook, which will help us gauge your Exit Plan preparedness and generate an Exit Plan Analysis based upon your Exit Objectives. Both are complimentary from Sikich and the result will be a personalized analysis of where you should begin the Exit Planning Process and what the next steps are for you in the process.