Client Profiles

Generally, companies that we consult produce revenue in excess of $5 Million and adjusted profit/EBITDA in excess of $600,000; however, each company is different and all companies require some degree of planning with regard to their eventual transition. Here are some good questions to ask to determine if Exit Planning is right for your company:

Is an Exit Plan Right for You?

• Do you know your primary planning objectives in leaving the business such as: departure date, income needed to achieve financial goals, to whom you want to leave the business?
• Do you know how much your business is worth?
• Do you know how to increase the value of your ownership interest through enhancing the most valuable asset of the company - the employees?
• Do you know the best way to sell your business to a third party which maximizes your cash, minimizes your tax liability and reduces your risk?
• Do you know how to transfer your business to family members, co-owners or employees while paying the least possible taxes and enjoying the maximum financial security?
• Have you implemented all necessary steps to insure that the business continues if you don't?
• Have you provided for your family's security and continuity of you die or become incapacitated?

If you are going to be able to successfully exit your business, you must be able to say "yes" to every one of these questions.

Disclaimer

Securities offered through M Holdings Securities, Inc., a registered broker dealer, member FINRA / SIPC. Executive Financial Services is owned and operated independently from M Holdings Securities, Inc. Executive Financial Services is a member of M Financial Group. Please go to mfin.com/DisclosureStatement.htm for further details regarding this relationship.