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Arizona Sunset

Exit Your Business
Strategies For Transferring
Ownership & Leadership

The program is designed to assist owners and their advisors grappling with complex exit issues early on - perhaps one, two, three years before the event actually occurs. To help the owner take control of the transfer process, we have developed check lists, charts and activities. Our counsel allows owners to make an informed transition, maximize value, minimize tax consequences, and preserve the family heritage and business.

Owners transferring their business to family, a partner, employees or an outside entity are dealing with a process. It is not one decision, but many soul searching decisions. It is recognizing three independent, overlapping subsystems: business, ownership and family. By using this as a model we are able to understand the dilemmas, conflicts, differences, priorities and boundaries that exist and impact the parties.

As an introduction to clients, we have developed a Transition Checklist. If you are interested in a free copy, please contact us.

The exit issues:

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Determine income needed for financial security after leaving the business.
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Establish a timetable for your departure date, even if 1, 3, or 5 years away. A delay may result in a higher price.
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Value your business and update it annually.
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Determine who will take over the business. Surprisingly it won't be family, employees or your partner.
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Invest in an advisory team; attorney, accountant, spouse, Business Centre.
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Examine the issues dealing with family, employees and  partners.
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Clean up financials and operations for future sale. Minimizing your tax impact - be able to say sorry IRS. Implement Estate Planning and Asset Protection.
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Implement steps to insure business continues after you leave voluntarily, or suffer death or disability.

Appraisal ] [ Exit Strategy ] Finance ] Registration ]

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