Why use a Certified Exit Planning Advisor (CEPA)?
During the “boomer retirement” years ahead, business owners who wish to sell will face greater competition for quality buyers. What’s more, changes in tax laws and regulations may limit their exit options in the future.
The best way to deal with these concerns is to develop a strategic exit plan that maximizes business value, identifies needs and opportunities, and meets your personal and business goals. To ensure a smooth, successful transition you must be proactive, not reactive. Yes, you can control your own destiny!
Bob Hedges, as a CEPA, will help you acquire key information to make informed exit decisions and maximize your after-tax proceeds when you exit your business. He can help you:
- Articulate and align your personal, business and financial goals
- Maximize your business value
- Minimize taxes
- Identify and capitalize on timing opportunities
- Resolve key issues by using wise guidance and solutions.
You can expect a CEPA to focus intently on you and ask many questions. This discussion will help determine our personal and business goals, financial needs, business value, tolerance for risk, and transition time frame. That, in turn, will drive the development of an exit plan tailored specifically for you.