1. Executive Briefing

The Executive Briefing is an opportunity for business owners to come to an educational briefing in which we provide an overview of our Business Exit Planning process. At this briefing we will discuss the key areas about which we believe business owners must focus if they are to successfully depart from their businesses. Ideally, business owners will begin the Business Exit Planning process three to five years prior to exiting from their business.

Business owners are welcome to bring their "trusted advisors" to the meeting; but it is generally best to involve their "trusted employees" a bit later in the process.

For those business owners who believe this process may benefit them (See Who is a Prospective Business Exit Planning Client?), we encourage them to schedule an Initial Visit with our office to assess whether the process is in fact appropriate for the business owner's business and whether we can be of help.