2009 Exit Planning Overview Final

Exit Planning A Roadmap to Achieving Ownership Goals “Getting it right the first time” Strategic Exit Advisors 95 W. Court Street Doylestown, PA 18901 www.se-adv.com PA – (215) 489-8881 NJ – (609) 466-3100 Your Future, Our Focus SM

Roadmap Questions ,[object Object],[object Object],[object Object],[object Object],[object Object]

Let's Define Exit Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Overview Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Conclusion Step 1

Step 1 - Identify Owner Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Step 2 Step 3 Step 4 Step 5 Step 6 Step 7 Conclusion Overview Step 1

Step 2 - Identify Business & Personal Financial Resources ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Step 1 Step 3 Step 4 Step 5 Step 6 Step 7 Conclusion Overview Step 2

Step 3 – Maximizing & Protecting Business Value ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Step 1 Step 2 Step 4 Step 5 Step 6 Step 7 Conclusion Overview Step 3

Maximizing Value Implication Owner Requirements

Ownership Transfer ,[object Object],[object Object],[object Object]

Business Owners Dilemma ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Less than 25% have done any exit planning - U.S. Small Business Administration

Step 4 - Ownership Transfers to Third Parties ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Step 1 Step 2 Step 3 Step 5 Step 6 Step 7 Conclusion Overview Step 4

Step 5 - Ownership Transfers To Insiders ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Step 1 Step 2 Step 3 Step 4 Step 6 Step 7 Conclusion Overview Step 5

Step 6 - Business Continuity ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Step 1 Step 2 Step 3 Step 4 Step 5 Step 7 Conclusion Overview Step 6

Step 7 - Personal Wealth and Estate Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Conclusion Overview Step 7

Case Study Comparison ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Step 7 Step 1 Step 2 Step 3 Step 4 Step 5 Step 6 Conclusion Overview

[object Object],[object Object],[object Object],[object Object],[object Object],SEA Summary

The SEA Team ,[object Object],[object Object],[object Object],[object Object]

2009 Exit Planning Overview Final

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