904-551-3536

Call to schedule a complimentary consultation

70-80% of businesses never sell.

WE’RE HERE TO HELP

We maximize the value of your company and ensure you’re financially
and emotionally prepared for the second half of life.


Our dedicated team of experts is capable of providing you the advice
you need to make a successful exit.
MEET OUR LEADERSHIP

SCHEDULE A CONSULTATION

Most business owners don’t know
what their business is worth.

Do you? Find out with our Informal Business Valuation tool.
It’s free, and it takes only 5-10 minutes.

KNOW YOUR
VALUE

Click here to value
your business.

SERVICES OFFERED

1

Informal Business Valuation

We determine your company’s valuation on a quarterly basis while also creating a scorecard so you know where you stand and how we’re progressing based your key performance indicators. Get Started Now

2

Value Driver Planning

We help you close the gap between your business and your personal finances. Includes the creation of a personal financial plan, gap analysis, and business assessment.

3

Value Acceleration

What makes your business the most profit? We meet with you monthly to help you capitalize on your strengths and identify inefficiencies.

4

Exit plan

We create a formal roadmap. Includes informal business valuation scorecard, attractiveness and readiness score, value driver planning and three legs of the stool – personal, financial and business. Your strategy for a successful exit.

5

CONATIVE TESTING

Test your most expensive asset – new hires, management and key persons. Helps you capitalize on your employee’s strengths and natural aptitudes, defines role and responsibilities, reduces internal friction, and is a tool to design meaningful compensation plans.

6

COMPENSATION PLANNING

We help you reward your most valuable employees in a meaningful way to accelerate productivity leading to increased enterprise value and goal alignment.

unnamed
qoute

Exit Advisors identified with laser-like focus our company’s areas of strength and weakness and drilled down into those areas where we could improve. In the process they helped me grow my bottom line and build value in our company – my family’s largest asset. Thanks to the valued advice of this team and the systems they put in place, my family and I are now prepared personally and financially to transition the business when the right time comes. In addition to being experts in building and maximizing business value, Exit Advisors stands out in their emphasis on the often neglected area of personal planning, specifically focusing on our lives after business.

MIKE BRADBERRY, EXIT ADVISOR CLIENT

ADVICE CORNER

Select the Right Exit Path – Sale to Third Party

The market has indicated that 20 percent of businesses are for sale to a third party, but only one out of four actually sells. For businesses above $10 million per year; however, the odds improve to 50 percent.  In a retirement situation, a sale to a third party too often becomes a bargain sale – most often the only alternative to liquidation. This option becomes necessary in many situations because owners fail to create a market for their stock through sale to family members,

The “Old Company” to “New Company” Technique

You have made up your mind that you will transfer ownership of your company to an insider — whether it’s your children or key employees. However, you may not be ready to turn over total control of the company just yet. In fact, you may want to make sure you can undo any damage that could result from your successors failing to successfully carry on the business, as well as failing to pay you in full for the business.

Determining How Much Wealth is Needed After the Business Exit

When creating an effective, tax-efficient wealth transfer strategy, you should focus on three basic issues that should be resolved for successful wealth preservation planning to occur. These issues include:

Fixing your financial objectives before considering a wealth transfer.

  1. Determining the amount of wealth to be transferred and identifying how much is too much.
  2. Designing a wealth transfer strategy that keeps the IRS from becoming the largest beneficiary of your hard-earned cash.

Avoiding Disasters in Insider Transfers

Steve Smith was no different than millions of other baby-boomer business owners in that the thought of leaving his business was never far from his mind, no matter how far away his exit might have been. He daydreamed about transferring the business to his oldest daughter and perhaps to a member of his management team, yet he couldn’t gauge their passion for owning a business and hadn’t tested their management skills.

 

Ready to make the next move?

SCHEDULE A CONSULTATION

Whether you plan to grow or go, let us help you poise your business
for success. Schedule a complimentary meeting to learn more about
how Exit Advisors can maximize the value of your business.