Let Us Customize our Holistic
  Wealth Building Exit Strategy Program
  Specifically for Your Franchise 

Our Holistic approach to Succession Planning
Addresses Both the Personal and Business 
Questions in Need of Answers

Business Related Questions

• Is now a good time to exit or should I wait for an improved economy? 

• How much is my business worth?

• What can I do to improve the value of my franchise prior to exit or sale?

• How do I identify the best buyers for my company?

• What do I need to do before I exit?

Personal and Lifestyle Questions

• What are my personal goals after exiting?

• How much do I need to net from my business in order to reach my goals?

• When do I want to exit?
         ASAP
         In a few Years
         As soon as I can afford to

Succession Planning – Savvy Public Company CEOs will choose and groom their replacement early on.  The replacement is chosen based upon a match between the candidates skills and talents and those required to move the company forward.  The Program shows you how to develop a Profile of the person or entity that can both: 1) See the highest value in your business and 2) Take your franchise to the next level of profitability.  

Our Program takes the mystery out of determining the unique skills, talents and resources your replacement 
must have in order to take your company to its next level.

The Program also provides tips on how you can keep the business in the family even though family members may not be qualified to replace you.

·     Timing Your Exit – Letting go is never easy.  Many questions require answers before the timeliness of a decision to move on can be ratified.  The Program outlines how, by using a proven three step process, you can decide to sell your franchise for the most money without letting anyone know it’s for sale.  Gain an understanding of:

• The signs you should recognize that are telling you it’s time to move on

• Time your exit so you can leave in style with a pile

• Why a down economy might be the best time to sell a profitable company

• How to identify candidates willing to pay the best price and how to avoid the rest. 

What you might choose to do before you exit

Determine how much you need from your business before you can afford to go.  Then, develop a plan to increase the value of your franchise to that required for you to attain your goal.  Such plans can include:

• Clean up the company's financial records
• Embark upon a program of Growth through Acquisition of other companies
• Make internal changes so as to make your company attractive to buyers that pay higher prices 

Business Value and Value Creation – What is your enterprise worth?  Public Company CEOs are constantly monitoring their company’s value as measured by its stock price.  Their bonuses are typically tied to the firm’s value and not necessarily its profitability.  The decisions they make and the courses they set are designed to increase their company’s value as well as its profitability.   

Learn of the actions you can take, besides re-casting profits, to increase your companies value 
without requiring you show more profit

The Program will provide you with an understanding of:

• How to measure the impact your decisions will have on your company’s value and 

• How to monitor and increase it’s value.  

• How to position your business to obtain the best price.  

• Calculate the value and probable Transaction Structure if you were to sell.

Are you creating wealth or are you just making money?  
Our Program will show you how you can do both at the same time.