The Legacy & Exit Plan Report

The finished product as a result of the Legacy & Exit Planning process is a personalized Legacy & Exit Plan Report, a culmination of our findings and recommendations for the company based upon the objectives of the business owner.

The Report contains:

• Retirement Satisfaction Predictor - A detailed report analysis that addresses the psychological issues surrounding a business owner's transition.
• Indication of Value (Business Valuation) - A reporting of the company's market value. Performed by a Certified Valuation Analyst (CVA), this report takes the company's historical financial information, market & industry data, projections of future performance and recent sales comparable factors and returns a company's value based on a sale to an insider or outsider.
• Business Financial Analysis - A detailed analysis or spread of the company's historical financial information, benchmarking of the data against the company's industry peers, future projections based on historical trends and feedback on key ratios and financial drivers in the company.
• Personal Cash Needs Analysis - An analysis of the owner's current personal financial statement which forecasts the amount of after tax cash the owner will need to glean from the sale or transfer of his business to maintain an after tax personal income target.
• Business Document Review - A precursory review of corporate documents (buy/sell agreement, profit sharing plan, operating agreement, commercial insurance coverages, tax classification, etc.).
• Personal Wealth Transfer Document Review - A precursory review of personal wealth transfer documents (will, trust documents, life insurance contracts, etc.).
• Legacy & Exit Planning Roadmap - A summary report of the Legacy & Exit Plan. This is the Company's personalized action plan going forward that details the tasks that should be accomplished, the advisors who will need to play a part in accomplishing those tasks, and a timeline on when they should be accomplished.

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.