Help! I’m Stuck in my BusinessLessons in Business Growth & Exit Planning                                             1
Becoming    Big Picture Advisors llc                               2  www.bigpictureadvisors.com
If you don’t know where you’re goingYou could end up someplace else.Yogi BerraAmerican Philosopher and Hall of Fame baseba...
Help! I’m Stuck in my Business            Lessons in Business Growth & Exit PlanningStory of Pat – Business Owner•   Start...
Help! I’m Stuck in my Business         Lessons in Business Growth & Exit PlanningAgenda Topics•   Why are you in Business?...
Help! I’m Stuck in my Business         Lessons in Business Growth & Exit PlanningHow we get Stuck in our Business• No visi...
Help! I’m Stuck in my Business          Lessons in Business Growth & Exit PlanningHow we get Stuck in our Business•   Tire...
Help! I’m Stuck in my Business         Lessons in Business Growth & Exit PlanningGet Uncomfortable – Get Unstuck•   Develo...
Help! I’m Stuck in my Business       Lessons in Business Growth & Exit Planning              Start with WhyDo you still kn...
Help! I’m Stuck in my Business         Lessons in Business Growth & Exit Planning                Start with WhyDo you stil...
Help! I’m Stuck in my Business Lessons in Business Growth & Exit PlanningDon’t get Stuck in a maze without a growth and ex...
Help! I’m Stuck in my Business     Lessons in Business Growth & Exit Planning         Planning Your ExitDid you have a pla...
Help! I’m Stuck in my Business      Lessons in Business Growth & Exit Planning       What is at stake ?Your hard-earned we...
Help! I’m Stuck in my Business     Lessons in Business Growth & Exit PlanningThe average business owner spends80 hours pre...
Help! I’m Stuck in my Business         Lessons in Business Growth & Exit PlanningThe longer you wait to develop an exit, t...
Help! I’m Stuck in my BusinessLessons in Business Growth & Exit Planning               Big Picture Advisors llc           ...
Help! I’m Stuck in my Business                Lessons in Business Growth & Exit Planning2007 ROCG Survey of 502 business o...
Help! I’m Stuck in my Business                      Lessons in Business Growth & Exit Planning2007 ROCG Survey of 502 busi...
Help! I’m Stuck in my Business  Lessons in Business Growth & Exit PlanningSales of businesses occur in cycles             ...
Help! I’m Stuck in my Business                               Lessons in Business Growth & Exit Planning    • How many busi...
Help! I’m Stuck in my Business           Lessons in Business Growth & Exit Planning          How are you going to Exit?•  ...
Help! I’m Stuck in my BusinessLessons in Business Growth & Exit Planning               Big Picture Advisors llc           ...
Help! I’m Stuck in my Business        Lessons in Business Growth & Exit Planning          What is an Exit Strategy?The wri...
Help! I’m Stuck in my Business                               Lessons in Business Growth & Exit Planning                   ...
Help! I’m Stuck in my Business    Lessons in Business Growth & Exit Planning    Step 1: Setting Exit Goals     The “Why” q...
Help! I’m Stuck in my BusinessLessons in Business Growth & Exit Planning               Big Picture Advisors llc           ...
Help! I’m Stuck in my Business     Lessons in Business Growth & Exit Planning     Step #2: Mental ReadinessWhen you begin ...
Help! I’m Stuck in my Business          Lessons in Business Growth & Exit Planning         Step #2: Mental Readiness•   Ar...
Help! I’m Stuck in my Business          Lessons in Business Growth & Exit Planning        Step #2: Financial Readiness• Ca...
Help! I’m Stuck in my Business                     Lessons in Business Growth & Exit Planning“84% of business owners state...
Help! I’m Stuck in my Business         Lessons in Business Growth & Exit Planning             What is a Value Gap?The diff...
Help! I’m Stuck in my Business         Lessons in Business Growth & Exit Planning             What is a Value Gap?        ...
Help! I’m Stuck in my Business         Lessons in Business Growth & Exit Planning            What are your assets?Liquid• ...
Help! I’m Stuck in my Business           Lessons in Business Growth & Exit Planning   How will you achieve diversification...
Help! I’m Stuck in my Business          Lessons in Business Growth & Exit Planning        How to Close the Value Gap?•   S...
Help! I’m Stuck in my Business          Lessons in Business Growth & Exit Planning        Step #2: Business Readiness•   H...
Help! I’m Stuck in my BusinessLessons in Business Growth & Exit Planning               Big Picture Advisors llc           ...
Help! I’m Stuck in my Business Lessons in Business Growth & Exit PlanningStep #2: Business Readiness                Big Pi...
Help! I’m Stuck in my Business Lessons in Business Growth & Exit PlanningStep #2: Business Readiness                Big Pi...
Help! I’m Stuck in my Business        Lessons in Business Growth & Exit PlanningStep #2: Identify if your business is read...
Help! I’m Stuck in my Business        Lessons in Business Growth & Exit Planning    Why Business Growth is Critical to    ...
Help! I’m Stuck in my Business      Lessons in Business Growth & Exit Planning      What is your Business CORE?A Business ...
Help! I’m Stuck in my Business    Lessons in Business Growth & Exit Planning  What is your Business CORE?CORE =    Compreh...
Help! I’m Stuck in my BusinessLessons in Business Growth & Exit Planning               Big Picture Advisors llc           ...
Help! I’m Stuck in my Business              Lessons in Business Growth & Exit Planning  Step #3: Identify What type of Own...
Help! I’m Stuck in my Business              Lessons in Business Growth & Exit Planning  Step #3: Identify What type of Own...
Help! I’m Stuck in my Business       Lessons in Business Growth & Exit PlanningStep #3: Identify What type of Owner you   ...
Help! I’m Stuck in my BusinessLessons in Business Growth & Exit Planning               Big Picture Advisors llc           ...
Help! I’m Stuck in my Business         Lessons in Business Growth & Exit Planning    Step #4: Five Primary Exit Options1. ...
Help! I’m Stuck in my Business     Lessons in Business Growth & Exit PlanningStep #4: Five Primary Exit OptionsExit Option...
Help! I’m Stuck in my Business      Lessons in Business Growth & Exit Planning Step #4: Five Primary Exit OptionsOwner Rea...
Help! I’m Stuck in my BusinessLessons in Business Growth & Exit Planning               Big Picture Advisors llc           ...
Help! I’m Stuck in my Business        Lessons in Business Growth & Exit PlanningStep #5: Understand the Value of Your     ...
Help! I’m Stuck in my Business        Lessons in Business Growth & Exit Planning                     Range of ValuesSale t...
Help! I’m Stuck in my BusinessLessons in Business Growth & Exit Planning               Big Picture Advisors llc           ...
Help! I’m Stuck in my Business        Lessons in Business Growth & Exit PlanningStep #6: Execute/Implement Your Plan• Asse...
Help! I’m Stuck in my Business     Lessons in Business Growth & Exit PlanningStep #6: Execute/Implement Your Plan         ...
Help! I’m Stuck in my Business                Lessons in Business Growth & Exit Planning              A Typical Exit Advis...
Help! I’m Stuck in my BusinessLessons in Business Growth & Exit Planning               Big Picture Advisors llc           ...
Help! I’m Stuck in my Business    Lessons in Business Growth & Exit Planning“It’s never too early to beginthis type of pla...
Help! I’m Stuck in my Business         Lessons in Business Growth & Exit Planning                  Summary  Get Unstuck - ...
Help! I’m Stuck in my Business  Lessons in Business Growth & Exit Planning         Learn MoreDownload the White Paper   ww...
Help! I’m Stuck in my Business          Lessons in Business Growth & Exit Planning              Thank you . . .. . for att...
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Help - I'm Stuck in My Business

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Help - I'm Stuck in My Business

  1. 1. Help! I’m Stuck in my BusinessLessons in Business Growth & Exit Planning 1
  2. 2. Becoming Big Picture Advisors llc 2 www.bigpictureadvisors.com
  3. 3. If you don’t know where you’re goingYou could end up someplace else.Yogi BerraAmerican Philosopher and Hall of Fame baseball player Big Picture Advisors llc 3 www.bigpictureadvisors.com
  4. 4. Help! I’m Stuck in my Business Lessons in Business Growth & Exit PlanningStory of Pat – Business Owner• Started Business 20 years ago• No succession or exit plan in place• Net worth is over $2mm• Has less than $250K saved for retirement• Pat has lost the drive and is essentially coasting• Business is mature and beginning to decline• Pat is consumed with running the business.• J. would love to win the lottery. Today!• Pat is STUCK in the Business Big Picture Advisors llc 4 www.bigpictureadvisors.com
  5. 5. Help! I’m Stuck in my Business Lessons in Business Growth & Exit PlanningAgenda Topics• Why are you in Business?• What is an Exit Strategy? Why is it important?• What stage of your Business Life Cycle are you at?• What is a Value Gap?• Why it’s critical to build a strong Business Core.• Business Valuations – It’s not straightforward• Exit Options – Internal, External• Assemble the right team of advisors• Take Control - Now Big Picture Advisors llc 5 www.bigpictureadvisors.com
  6. 6. Help! I’m Stuck in my Business Lessons in Business Growth & Exit PlanningHow we get Stuck in our Business• No vision or plan for the business• Having too much of our wealth tied up in the business• Using the business as a personal ‘piggy bank’• Our personal identity is linked to our business• We have not developed other interests and hobbies. Big Picture Advisors llc 6 www.bigpictureadvisors.com
  7. 7. Help! I’m Stuck in my Business Lessons in Business Growth & Exit PlanningHow we get Stuck in our Business• Tiredness, lack of passion• Wearing too many hats• Paralyzed from too much stress• External market dynamics• “Firefighter” mentality – Always putting out fires• Lack of Vision• Lack of strategic planning• Being scared to make changes (getting too comfortable) Big Picture Advisors llc 7 www.bigpictureadvisors.com
  8. 8. Help! I’m Stuck in my Business Lessons in Business Growth & Exit PlanningGet Uncomfortable – Get Unstuck• Develop a Golden Circle – Start with Why• Create an exit or transition plan• Implement with a passion• ‘Break the Tape’ – Accelerate through your exit. Big Picture Advisors llc 8 www.bigpictureadvisors.com
  9. 9. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning Start with WhyDo you still know why you are in Business?• Why are you in business?• Why did you start or buy the business?• What are your goals?• What makes your happy & satisfied?• Why do your customers do business with you?• Why would anyone want to buy your business? Big Picture Advisors llc 9 www.bigpictureadvisors.com
  10. 10. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning Start with WhyDo you still know why you are in Business?• Lifestyle – Can’t work for “the man”?• Pursue a dream/passion?• No one will hire me?• Create wealth for Retirement?• Purely an investment? Big Picture Advisors llc 10 www.bigpictureadvisors.com
  11. 11. Help! I’m Stuck in my Business Lessons in Business Growth & Exit PlanningDon’t get Stuck in a maze without a growth and exit plan Big Picture Advisors llc 11 www.bigpictureadvisors.com
  12. 12. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning Planning Your ExitDid you have a plan when you started your business or career? Do you have a plan to exit your business and protect your wealth ? Big Picture Advisors llc 12 www.bigpictureadvisors.com
  13. 13. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning What is at stake ?Your hard-earned wealth can be diminished by: Changes to your business Changes to the global economy Lack of a Successor Income & Estate Taxes Deal Structuring & Advisory Fees Big Picture Advisors llc 13 www.bigpictureadvisors.com
  14. 14. Help! I’m Stuck in my Business Lessons in Business Growth & Exit PlanningThe average business owner spends80 hours preparing a business planand only 6 hours preparing for their exit. Big Picture Advisors llc 14 www.bigpictureadvisors.com
  15. 15. Help! I’m Stuck in my Business Lessons in Business Growth & Exit PlanningThe longer you wait to develop an exit, the greater the riskand possibility that you will not succeed in protecting andextracting the wealth you created. Big Picture Advisors llc 15 www.bigpictureadvisors.com
  16. 16. Help! I’m Stuck in my BusinessLessons in Business Growth & Exit Planning Big Picture Advisors llc 16 www.bigpictureadvisors.com
  17. 17. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning2007 ROCG Survey of 502 business owners in U.S. and Canada Big Picture Advisors llc 17 www.bigpictureadvisors.com
  18. 18. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning2007 ROCG Survey of 502 business owners in U.S. and Canada Big Picture Advisors llc 18 www.bigpictureadvisors.com
  19. 19. Help! I’m Stuck in my Business Lessons in Business Growth & Exit PlanningSales of businesses occur in cycles Provided by Rob Slee Big Picture Advisors llc 19 www.bigpictureadvisors.com
  20. 20. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning • How many businesses exist in the United States today? 500 – 999 Em’ees 8,326 100 – 499 Em’ees 82,334 20 – 99 Em’ees 508,249 1 – 19 Em’ees 4,320,290 Non-Employee Firms: 17,646,062 Big Picture Advisors llc 20 www.bigpictureadvisors.com© 2010, Pinnacle Equity Solutions
  21. 21. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning How are you going to Exit?• Sell the business to outside buyer• Sell the business to management• Gift the business to family member• Liquidate the assets• Take it with you to the grave• Win the lottery and just walk away from it all. Big Picture Advisors llc 21 www.bigpictureadvisors.com
  22. 22. Help! I’m Stuck in my BusinessLessons in Business Growth & Exit Planning Big Picture Advisors llc 22 www.bigpictureadvisors.com
  23. 23. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning What is an Exit Strategy?The written goals for the succession of a business’ownership and control, derived from a well thoughtout and properly timed plan that considers allfactors, all interested parties, and the personalgoals of the owners in a manner and a time periodthat is accommodative to the business, itsshareholders, and potential buyers. Big Picture Advisors llc 23 www.bigpictureadvisors.com
  24. 24. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning It Starts with Creating a Plan and a Process1. Set Exit Goals2. Financial Readiness Mental Readiness Business Readiness3. Identify Type of Exiting Owner You Most Resemble4. Learn & Choose Your Exit Option5. Understand the Value of the Option You Choose6. Execute Your Exit Strategy – Protect & Extract Your Wealth Big Picture Advisors llc 24 www.bigpictureadvisors.com© 2010, Pinnacle Equity Solutions www.pinnacleequitysolutions.com
  25. 25. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning Step 1: Setting Exit Goals The “Why” questionsWhat do I want to achieve with my business exit ? Big Picture Advisors llc 25 www.bigpictureadvisors.com
  26. 26. Help! I’m Stuck in my BusinessLessons in Business Growth & Exit Planning Big Picture Advisors llc 26 www.bigpictureadvisors.com
  27. 27. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning Step #2: Mental ReadinessWhen you begin to think about exitingyour business, you need to considerwhether you view your business as a job or as an investment Big Picture Advisors llc 27 www.bigpictureadvisors.com
  28. 28. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning Step #2: Mental Readiness• Are you addicted to your business?• Is your business a job or an investment?• How involved are you with the day-to-day running of the business?• Do you know what you would do if you weren’t in business?• Are you ready to let go and let someone guide you through the transition? Big Picture Advisors llc 28 www.bigpictureadvisors.com
  29. 29. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning Step #2: Financial Readiness• Can you afford the Exit Option that I most want ?• What % of your total net worth is tied up in your business? Big Picture Advisors llc 29 www.bigpictureadvisors.com
  30. 30. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning“84% of business owners stated that theproceeds from the sale of their business wereimportant to their retirement plans.”2007 ROCG Survey of 502 business owners in U.S. and Canada Big Picture Advisors llc 30 www.bigpictureadvisors.com
  31. 31. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning What is a Value Gap?The difference between what you need to fund yourpost exit/transition lifestyle and your current savings. Big Picture Advisors llc 31 www.bigpictureadvisors.com
  32. 32. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning What is a Value Gap? Asset Base Required Value GapCurrent Level of Savings Big Picture Advisors llc 32 www.bigpictureadvisors.com
  33. 33. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning What are your assets?Liquid• Retirement Savings (IRA’s, 401K’s, Simple, SEP)• Cash• Non Retirement Savings• InsuranceNon-Liquid• Real Estate (Primary & Investment R.E.)• BUSINESS VALUE Big Picture Advisors llc 33 www.bigpictureadvisors.com
  34. 34. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning How will you achieve diversification ? Typical Owner Desired Financial Allocation Allocation Beach House / Boat Fixed Income Private Private CompanyCompany Equities 20% 90% Fixed Income Equities Big Picture Advisors llc 34 www.bigpictureadvisors.com
  35. 35. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning How to Close the Value Gap?• Save More• Reduce Post Exit/Transition Life Style/Needs• Grow Company Valuation (business growth)• Buy Winning Lottery Ticket• Hope your Children Create the next Facebook or Google. Big Picture Advisors llc 35 www.bigpictureadvisors.com
  36. 36. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning Step #2: Business Readiness• How prepared is your business for an exit?• How healthy is your business?• What part of the business life cycle are you at?• Do you know how to grow your business to increase its valuation?• Is your management/personnel motivated or incentivised to stay? Big Picture Advisors llc 36 www.bigpictureadvisors.com
  37. 37. Help! I’m Stuck in my BusinessLessons in Business Growth & Exit Planning Big Picture Advisors llc 37 www.bigpictureadvisors.com
  38. 38. Help! I’m Stuck in my Business Lessons in Business Growth & Exit PlanningStep #2: Business Readiness Big Picture Advisors llc 38 www.bigpictureadvisors.com
  39. 39. Help! I’m Stuck in my Business Lessons in Business Growth & Exit PlanningStep #2: Business Readiness Big Picture Advisors llc 39 www.bigpictureadvisors.com
  40. 40. Help! I’m Stuck in my Business Lessons in Business Growth & Exit PlanningStep #2: Identify if your business is ready Big Picture Advisors llc 40 www.bigpictureadvisors.com
  41. 41. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning Why Business Growth is Critical to getting to a successful exit.• Creates a strong Business Core• Creates leverage for a stronger exit/transition• Creates renewed passion and focus for the business• Creates basis for long term earnings and cash flow growth• Creates positive momentum for company and brand Big Picture Advisors llc 41 www.bigpictureadvisors.com
  42. 42. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning What is your Business CORE?A Business has 3 componentsA. Skeleton (Business Structure/Operations)B. Muscle (Products/Services/Processes)C. Skin (Brand Equity, Public Presence) Big Picture Advisors llc 42 www.bigpictureadvisors.com
  43. 43. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning What is your Business CORE?CORE = Comprehensive Operational Efficiencies & Resources Big Picture Advisors llc 43 www.bigpictureadvisors.com
  44. 44. Help! I’m Stuck in my BusinessLessons in Business Growth & Exit Planning Big Picture Advisors llc 44 www.bigpictureadvisors.com
  45. 45. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning Step #3: Identify What type of Owner you most resemble•The “Get me out right away for the most money” exiting owner,•The “Well-Off But Choose to Keep Working” exiting owner,•The “Stick Around and Grow the Business” exiting owner, and•The “Rich and Ready to Leave” exiting owner (can use any option). Big Picture Advisors llc 45 www.bigpictureadvisors.com
  46. 46. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning Step #3: Identify What type of Owner you most resemble•The “Get me out right away for the most money” exiting owner,•The “Well-Off But Choose to Keep Working” exiting owner,•The “Stick Around and Grow the Business” exiting owner, and•The “Rich and Ready to Leave” exiting owner (can use any option). Big Picture Advisors llc 46 www.bigpictureadvisors.com
  47. 47. Help! I’m Stuck in my Business Lessons in Business Growth & Exit PlanningStep #3: Identify What type of Owner you most resemble Big Picture Advisors llc 47 www.bigpictureadvisors.com
  48. 48. Help! I’m Stuck in my BusinessLessons in Business Growth & Exit Planning Big Picture Advisors llc 48 www.bigpictureadvisors.com
  49. 49. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning Step #4: Five Primary Exit Options1. Sale of the Business2. Private Equity Group Recapitalizations3. Employee Stock Ownership Plans (ESOPs)4. Management Buyouts5. Gifting Programs/Family Succession Big Picture Advisors llc 49 www.bigpictureadvisors.com
  50. 50. Help! I’m Stuck in my Business Lessons in Business Growth & Exit PlanningStep #4: Five Primary Exit OptionsExit Options and the Exit Quadrant Chart Big Picture Advisors llc 50 www.bigpictureadvisors.com
  51. 51. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning Step #4: Five Primary Exit OptionsOwner Readiness and the Exit Quadrant Chart Big Picture Advisors llc 51 www.bigpictureadvisors.com
  52. 52. Help! I’m Stuck in my BusinessLessons in Business Growth & Exit Planning Big Picture Advisors llc 52 www.bigpictureadvisors.com
  53. 53. Help! I’m Stuck in my Business Lessons in Business Growth & Exit PlanningStep #5: Understand the Value of Your Exit Option Business Valuations• Range of Values depending on exit options• Different valuation methods can apply• Not all value can be realized at time of exit• Valuations can change quickly and dramatically based on market dynamics Big Picture Advisors llc 53 www.bigpictureadvisors.com
  54. 54. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning Range of ValuesSale to an Outside Synergy Value Buyer Recapitalization Investment ValueManagement Buyout Investment Value (structured) Employee Stock Ownership Plans Fair Market Value Gifting Fair Market Value Liquidations Asset Value Big Picture Advisors llc www.bigpictureadvisors.com 54
  55. 55. Help! I’m Stuck in my BusinessLessons in Business Growth & Exit Planning Big Picture Advisors llc 55 www.bigpictureadvisors.com
  56. 56. Help! I’m Stuck in my Business Lessons in Business Growth & Exit PlanningStep #6: Execute/Implement Your Plan• Assembly an advisory team• Share your plan with all stakeholders• Continuously revisit your plan as business, financial and mental readiness conditions change• Don’t procastinate – Don’t let your plan collect dust on a shelf - Take Control Now. Big Picture Advisors llc 56 www.bigpictureadvisors.com
  57. 57. Help! I’m Stuck in my Business Lessons in Business Growth & Exit PlanningStep #6: Execute/Implement Your Plan 57 Big Picture Advisors llc
  58. 58. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning A Typical Exit Advisory Team Business Owner M&A Legal Advisor Advisor Exit StrategiesDeal Structuring / M&A Legal Advisor Process Agreements, Estate Planning Insurance Growth Advisor Consultant C.P.A.Estate Planning, Wealth Business Growth Taxes, Financi Protection als Business CORE 58 Big Picture Advisors llc
  59. 59. Help! I’m Stuck in my BusinessLessons in Business Growth & Exit Planning Big Picture Advisors llc 59 www.bigpictureadvisors.com
  60. 60. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning“It’s never too early to beginthis type of planning, but it maycertainly one day be too late.” Big Picture Advisors llc 60 www.bigpictureadvisors.com
  61. 61. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning Summary Get Unstuck - Take Control Now• Understand your “Why” factors• Determine your mental, financial and business readiness• Create a strategic plan of action• “Grow” to Exit and beyond• Assemble the resources/team that will assist you in executing and reaching your objectives Big Picture Advisors llc 61 www.bigpictureadvisors.com
  62. 62. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning Learn MoreDownload the White Paper www.bigpictureadvisors.com Big Picture Advisors llc 62 www.bigpictureadvisors.com
  63. 63. Help! I’m Stuck in my Business Lessons in Business Growth & Exit Planning Thank you . . .. . for attending. If you would like any further information about our Business Growth & Exit Strategies solutions for your personal or business needs, contact us for a free initial consultations. We will be happy to meet with you.Big Picture Advisors - (843) 216-2493www.BigPictureAdvisors.com Big Picture Advisors llc 63 www.bigpictureadvisors.com
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