Exit Planning Options: Transferring Ownership to an Insider

Exit planning is a necessary part of the overall strategic planning process for privately-owned companies. It will not only be the largest financial transaction of a business owner’s life, exit planning places your company in the best possible position once you leave. One of the most significant factors to consider is how, and to whom, …

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Put the “Chevy” Into Your Exit Plan

As a small-to-midsize business owner, you know that one day – whether planned for or not – you will exit your business. The exit planning process brings what I call “FAT” (Focus, Accountability and Timing) into the process. It’s simply a roadmap of your objectives, and allows you to better understand the value of your …

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Ensuring Your Exit Planning Success

Successfully exiting your business will likely be the single largest financial transaction of your life. If you are planning to retire, sell your business, or transition your business to an insider at any point in the future, there is success in numbers. Bob Zarlengo, president of RJZ Inc., a strategic exit planning company, is assembling …

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