2. Initial Visit

The purpose of the Initial Visit is to determine whether you would like to engage our services to assist you in the Business Exit Planning process, and for us to determine whether we believe our planning process will provide extraordinary benefits to you. We will explore your goals and objectives regarding ownership transition, and provide you with an overview of our Business Exit Planning Process. At this meeting we will emphasize that Identifying Owner Objectives (See Topic 1) and Identifying Business and Personal Financial Resources (See Topic 2 are necessary precursors for designing an Exit Plan.

At this meeting you may choose to implement one or more of the following components:

Maximizing and Protecting Business Value (See Topic 3);

Ownership Transfers to Third Parties (See Topic 4);

Ownership Transfers to Insiders (See Topic 5);

Business Continuity (See Topic 6); and

Personal Wealth and Estate Planning (See Topic 7)

Business Exit Planning is only appropriate for those business owners who are inclined to engage in strategic planning, and who are prepared to make an investment of time and financial resources in the implementation process. (See Who is a Prospective Business Exit Planning Client?). It is possible, however, to implement planning recommendations gradually to accommodate a business owner's objectives. If you wish to engage in Business Exit Planning, then we will provide you with our Engagement Letter, Preliminary Owner Questionnaire, and Document Request Form. At our next visit we will sit down for the Gathering the Business Assets and Interest Visit.