We’ll start by meeting with you to understand your goals and determine your needs, in order to establish a foundation for a tailored exit strategy.
We don’t want to limit you to a simple plan, and instead focus on creating a comprehensive strategy that will address all the aspects surrounding an ownership transition.
The strategy we build for you is centered around one key objective: Making sure you are prepared and able to lead the life you want after exiting your company.
A Certified Exit Planning Advisor (CEPA) is an advisor who attends an executive MBA-style program that trains qualified professionals in the field of exit planning and then passes a proctored exam. The Exit Planning Institute confers this accreditation.
Some business owners may need to pause their exit strategies to build more value so they can reach their financial goals once they leave their companies. If this happens, Plancorp can help identify the right value drivers.
Yes. If an outside party comes to you with interest in acquiring your business, our advisors can work with them and you to determine the right plan.
A succession plan is part of an exit strategy. It provides for the continued operation of a business in the event that the owner or key member of the management team is no longer involved in running the company due to retirement, death or disability.
We only take compensation from the fees our clients pay us -- not from the products or services we recommend. This allows us to remain objective. We provide our exit planning services on a fixed fee, project basis. There is no success fee based on a percentage of the transaction value.
Our professional team can guide you on other important financial strategies like wealth management, charitable giving, institutional asset management, retirement planning, generational wealth transfer, and more. For more information, click here.