Prospective Client:

The following criteria are intended as a guide for determining whether you and your business may be suitable for Business Exit Planning:

• The business owner is at least 45 years old.

• The business has at least $3-5 million in annual sales.

• The business has a management team in place, which means that there is at least one other person, other than a spouse, who is critical to the operation of the business.

• The business has been operating for more than 10 years.

• The business has more than 15 employees.

It is important to note that the business owner demographics listed above are only guidelines and there are exceptions to this list.

Exit Planning is only appropriate for those business owners who are inclined to engage in strategic planning, and who are prepared to make a substantial investment of time and financial resources in the implementation process. If you believe our Exit Planning Process may be appropriate for you, we encourage you to attend a future Exit Planning Briefing or call to schedule an Initial Visit.