SlideShare a Scribd company logo
The Exit Planning Executive Briefing Presented by  Tom Doncaster, CLU, CWM   Member of Business Enterprise Institute’s Network  Of Exit Planning Professionals™
The Executive Briefing for Business Owners ,[object Object],[object Object],[object Object]
Ingredients of a Successful Exit ,[object Object],[object Object],[object Object],[object Object],[object Object]
The Seven Step Exit Planning Process™ ,[object Object],Step 2  –   Quantify Business and Personal Financial Resources Step 3 –  Maximize and Protect Business Value Step 4  –  Ownership Transfer to Third Parties Step 5  –  Ownership Transfer to Insiders Step 6  –  Business Continuity Step 7  –  Personal Wealth and Estate Planning
 
[object Object],[object Object],Step One: Identify Exit Objectives
Step One: Identify Exit Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object]
Step One: Identify Exit Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step One: Identify Exit Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step One: Identify Exit Objectives ,[object Object],[object Object],[object Object],[object Object]
Step One: Identify Exit Objectives ,[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 One: Identify Exit Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],Step One: Identify Exit Objectives
[object Object],Step Two:  Quantify Business and Personal Financial Resources
Business Value ,[object Object],[object Object],[object Object],[object Object]
Business Value ,[object Object],[object Object],[object Object],[object Object],[object Object]
Business Value ,[object Object],[object Object]
Case Study: Golf Unlimited, Inc. ,[object Object],Fair Market Value  = $1,000,000 Cash Flow     = $1,700,000 Buyer Available Cash Flow  $1,700,000 Income Tax Payment  - $700,000 Total for Purchase   $1,000,000 Seller Buyer’s Purchase  $1,000,000 Capital Gains Tax  - $200,000 Payment for Business   $800,000
Case Study: Golf Unlimited, Inc. ,[object Object],Seller   $300,000  Cash Flow  $835,000 Capital Gains Tax  - $60,000  Income Tax  -$275,000 Payment for Business  $800,000 Fair Market Value  = $300,000 Buyer Cash Flow  $450,000 Income Tax  - $150,000   $300,000
Case Study: Golf Unlimited, Inc. ,[object Object],MAXIMIZE  Value Sale for   $1,000,000 Required Cash Flow  $1,700,000 MINIMIZE  Value Sale for   $300,000 Required Cash Flow    $450,000 Deductible Cash from Biz    $835,000 Total Cash Flow Needed   $1,285,000
[object Object],Step Three: Maximize and Protect Business Value
Step Three: Maximize and Protect Business Value ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step Three: Maximize and Protect Business Value ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step Three: Maximize and Protect Business Value ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],Step Four: Ownership Transfer to Third Parties
Step Four: Ownership Transfer to Third Parties ,[object Object],[object Object],[object Object],[object Object],[object Object]
Step Four: Ownership Transfer to Third Parties ,[object Object],[object Object],[object Object],[object Object],- 2005 Business Reference Guide  by Tom West
Step Four: Ownership Transfer to Third Parties ,[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],Step Five: Ownership Transfer to Insiders
Step Five: Ownership Transfer to Insiders ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],Step Five: Ownership Transfer to Insiders
[object Object],Fair Market Value = $1,000,000 Annual Cash Flow =  $250,000 Buyer Cash for purchase Seller $800,000 Net of Taxes Timing:  NOW Step Five: Ownership Transfer to Insiders
[object Object],Fair Market Value = $1,000,000 Cash Flow    =  $250,000 Employee Cash flow from business $250,000  - $150,000  (net of taxes) Cash to Seller  $120,000  (net of taxes) Owner $800,000 Net of Taxes Timing:  7 – 9 years Step Five: Ownership Transfer to Insiders
[object Object],Fair Market Value = $1,000,000 Cash Flow    =  $250,000 Owner Cash flow from business  $250,000  ( $150,000  net of taxes) to owner Seller/ Owner $800,000 Net of Taxes Timing:  5 years Step Five: Ownership Transfer to Insiders
[object Object],Fair Market Value = $500,000 - $1,000,000 Cash Flow   = $250,000 Step Five: Ownership Transfer to Insiders Seller $50,000 After Taxes $150,000 After 3 Years Employee 40% of Stock sold to Employee for $200,000 ($100,000 of cash flow per year to Employee) Seller $106,667 After Taxes $320,000 After 3 Years Owner Cash flow from business $150,000 per year
[object Object],Fair Market Value = $500,000 -$1,000,000 Cash Flow   = $250,000 Timing:  3 years Seller $470,000 Net of Taxes Employee 60% of Stock sold to Employee for $600,000 Total $950,000 After 3 Years Step Five: Ownership Transfer to Insiders
[object Object],Fair Market Value = $5,000,000 - $10,000,000 Cash Flow    = $2,500,000 Step Five: Ownership Transfer to Insiders Seller $500,000 After Taxes $1,500,000 After 3 Years Employee 40% of Stock sold to Employee for $2,000,000 ($1,000,000 of cash flow per year to Employee) Seller $900,000 After Taxes $2,700,000 After 3 Years Owner Cash flow from business $1,500,000 per year
[object Object],Fair Market Value = $5,000,000 -$10,000,000 Cash Flow    = $2,500,000 Timing:  3 years Seller $4,800,000 Net of Taxes Employee 60% of Stock sold to Employee for $6,000,000 Total $9,000,000 After 3 Years Step Five: Ownership Transfer to Insiders
[object Object],Step Six: Business Continuity Planning
Step Six: Business Continuity Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],Step Seven: Personal Wealth and Estate Planning
Step Seven: Personal Wealth and Estate Planning ,[object Object],[object Object],[object Object],[object Object]
The Exit Planning Executive Briefing At some point, every owner leaves his or her business - voluntarily or otherwise. At that time, every owner wants to receive the maximum amount of money in order to accomplish personal, financial, income and estate planning goals. Registered Representative offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and Investment Advisor.  Member FINRA and SIPC.  Doncaster Insurance and Financial Services, Inc and Independent Financial Group, LLC are unafilliated.

More Related Content

What's hot

The Basics of Buying and Selling a Septic or Sewer Business
The Basics of Buying and Selling a Septic or Sewer BusinessThe Basics of Buying and Selling a Septic or Sewer Business
The Basics of Buying and Selling a Septic or Sewer Business
colepublishing
 
Finance for freelancers
Finance for freelancersFinance for freelancers
Finance for freelancers
Mark MacLeod
 
The High Performance CFO - everything you need to know
The High Performance CFO - everything you need to knowThe High Performance CFO - everything you need to know
The High Performance CFO - everything you need to know
Mark MacLeod
 
Financial Management For The Start Up Company V 1.0
Financial Management For The Start Up Company V 1.0Financial Management For The Start Up Company V 1.0
Financial Management For The Start Up Company V 1.0
wynplan
 
Maximising and realising value from your business : PKF Francis Clark and Ste...
Maximising and realising value from your business : PKF Francis Clark and Ste...Maximising and realising value from your business : PKF Francis Clark and Ste...
Maximising and realising value from your business : PKF Francis Clark and Ste...
PKF Francis Clark
 
Back to Basics: Financial Fundamentals for Startups
Back to Basics: Financial Fundamentals for StartupsBack to Basics: Financial Fundamentals for Startups
Back to Basics: Financial Fundamentals for Startups
Intelligent_ly
 
Preparing to Buy or Sell? Topics and Tips for a Successful Transition
Preparing to Buy or Sell? Topics and Tips for a Successful TransitionPreparing to Buy or Sell? Topics and Tips for a Successful Transition
Preparing to Buy or Sell? Topics and Tips for a Successful Transition
McKonly & Asbury, LLP
 
Managing a Business that Sells Only Hours
Managing a Business that Sells Only HoursManaging a Business that Sells Only Hours
Managing a Business that Sells Only Hours
Jeremiah Josey
 
A Guide to Buying and Selling a Vacation Rental Management Company
A Guide to Buying and Selling a Vacation Rental Management CompanyA Guide to Buying and Selling a Vacation Rental Management Company
A Guide to Buying and Selling a Vacation Rental Management Company
Amy Hinote
 
Y Combinator Startup Class #18 : Legal and accounting basics for startups
Y Combinator Startup Class #18 : Legal and accounting basics for startupsY Combinator Startup Class #18 : Legal and accounting basics for startups
Y Combinator Startup Class #18 : Legal and accounting basics for startups
Fabien Grenet
 
What Every Business Owner Needs to Know About Selling a Business
What Every Business Owner Needs to Know About Selling a BusinessWhat Every Business Owner Needs to Know About Selling a Business
What Every Business Owner Needs to Know About Selling a Business
gppcpa
 
So, What’S My Agency Worth
So, What’S My Agency WorthSo, What’S My Agency Worth
So, What’S My Agency Worth
Jeff_Paro
 
How To Perform A Business Valuation by Generational Equity
How To Perform A Business Valuation by Generational EquityHow To Perform A Business Valuation by Generational Equity
How To Perform A Business Valuation by Generational Equity
Generational Equity
 
Succession Planning and Valuing/Buying/Selling/Merging rep firms
Succession Planning and Valuing/Buying/Selling/Merging rep firmsSuccession Planning and Valuing/Buying/Selling/Merging rep firms
Succession Planning and Valuing/Buying/Selling/Merging rep firms
Charles Cohon
 
How To Sell Your Business
How To Sell Your BusinessHow To Sell Your Business
How To Sell Your Business
Andrew Rogerson
 
Vacation Rental Income Statements "How-To" Ben Edwards, Weatherby Consulting
 Vacation Rental Income Statements "How-To" Ben Edwards, Weatherby Consulting   Vacation Rental Income Statements "How-To" Ben Edwards, Weatherby Consulting
Vacation Rental Income Statements "How-To" Ben Edwards, Weatherby Consulting
Amy Hinote
 
Financial forecasting for startups in 10 slides
Financial forecasting for startups in 10 slidesFinancial forecasting for startups in 10 slides
Financial forecasting for startups in 10 slides
David J W Bailey
 
Startcelerate workshop startup investing and valuation
Startcelerate workshop startup investing and valuationStartcelerate workshop startup investing and valuation
Startcelerate workshop startup investing and valuation
THIS IS NOT A STORM
 
Investor Presentation - TPCM 9% Convertible Note(s)
Investor Presentation - TPCM 9% Convertible Note(s)Investor Presentation - TPCM 9% Convertible Note(s)
Investor Presentation - TPCM 9% Convertible Note(s)
Elliot EJ Paul, CFP ®
 
Principles of Commercial Real Estate Finance Module 2 Slides
Principles of Commercial Real Estate Finance Module 2 SlidesPrinciples of Commercial Real Estate Finance Module 2 Slides
Principles of Commercial Real Estate Finance Module 2 Slides
Real Estate Financial Modeling
 

What's hot (20)

The Basics of Buying and Selling a Septic or Sewer Business
The Basics of Buying and Selling a Septic or Sewer BusinessThe Basics of Buying and Selling a Septic or Sewer Business
The Basics of Buying and Selling a Septic or Sewer Business
 
Finance for freelancers
Finance for freelancersFinance for freelancers
Finance for freelancers
 
The High Performance CFO - everything you need to know
The High Performance CFO - everything you need to knowThe High Performance CFO - everything you need to know
The High Performance CFO - everything you need to know
 
Financial Management For The Start Up Company V 1.0
Financial Management For The Start Up Company V 1.0Financial Management For The Start Up Company V 1.0
Financial Management For The Start Up Company V 1.0
 
Maximising and realising value from your business : PKF Francis Clark and Ste...
Maximising and realising value from your business : PKF Francis Clark and Ste...Maximising and realising value from your business : PKF Francis Clark and Ste...
Maximising and realising value from your business : PKF Francis Clark and Ste...
 
Back to Basics: Financial Fundamentals for Startups
Back to Basics: Financial Fundamentals for StartupsBack to Basics: Financial Fundamentals for Startups
Back to Basics: Financial Fundamentals for Startups
 
Preparing to Buy or Sell? Topics and Tips for a Successful Transition
Preparing to Buy or Sell? Topics and Tips for a Successful TransitionPreparing to Buy or Sell? Topics and Tips for a Successful Transition
Preparing to Buy or Sell? Topics and Tips for a Successful Transition
 
Managing a Business that Sells Only Hours
Managing a Business that Sells Only HoursManaging a Business that Sells Only Hours
Managing a Business that Sells Only Hours
 
A Guide to Buying and Selling a Vacation Rental Management Company
A Guide to Buying and Selling a Vacation Rental Management CompanyA Guide to Buying and Selling a Vacation Rental Management Company
A Guide to Buying and Selling a Vacation Rental Management Company
 
Y Combinator Startup Class #18 : Legal and accounting basics for startups
Y Combinator Startup Class #18 : Legal and accounting basics for startupsY Combinator Startup Class #18 : Legal and accounting basics for startups
Y Combinator Startup Class #18 : Legal and accounting basics for startups
 
What Every Business Owner Needs to Know About Selling a Business
What Every Business Owner Needs to Know About Selling a BusinessWhat Every Business Owner Needs to Know About Selling a Business
What Every Business Owner Needs to Know About Selling a Business
 
So, What’S My Agency Worth
So, What’S My Agency WorthSo, What’S My Agency Worth
So, What’S My Agency Worth
 
How To Perform A Business Valuation by Generational Equity
How To Perform A Business Valuation by Generational EquityHow To Perform A Business Valuation by Generational Equity
How To Perform A Business Valuation by Generational Equity
 
Succession Planning and Valuing/Buying/Selling/Merging rep firms
Succession Planning and Valuing/Buying/Selling/Merging rep firmsSuccession Planning and Valuing/Buying/Selling/Merging rep firms
Succession Planning and Valuing/Buying/Selling/Merging rep firms
 
How To Sell Your Business
How To Sell Your BusinessHow To Sell Your Business
How To Sell Your Business
 
Vacation Rental Income Statements "How-To" Ben Edwards, Weatherby Consulting
 Vacation Rental Income Statements "How-To" Ben Edwards, Weatherby Consulting   Vacation Rental Income Statements "How-To" Ben Edwards, Weatherby Consulting
Vacation Rental Income Statements "How-To" Ben Edwards, Weatherby Consulting
 
Financial forecasting for startups in 10 slides
Financial forecasting for startups in 10 slidesFinancial forecasting for startups in 10 slides
Financial forecasting for startups in 10 slides
 
Startcelerate workshop startup investing and valuation
Startcelerate workshop startup investing and valuationStartcelerate workshop startup investing and valuation
Startcelerate workshop startup investing and valuation
 
Investor Presentation - TPCM 9% Convertible Note(s)
Investor Presentation - TPCM 9% Convertible Note(s)Investor Presentation - TPCM 9% Convertible Note(s)
Investor Presentation - TPCM 9% Convertible Note(s)
 
Principles of Commercial Real Estate Finance Module 2 Slides
Principles of Commercial Real Estate Finance Module 2 SlidesPrinciples of Commercial Real Estate Finance Module 2 Slides
Principles of Commercial Real Estate Finance Module 2 Slides
 

Viewers also liked

Failsafe Exit 7.1.09
Failsafe Exit 7.1.09Failsafe Exit 7.1.09
Failsafe Exit 7.1.09
Performance Consulting
 
Ignorance Is Risk
Ignorance Is RiskIgnorance Is Risk
Ignorance Is Risk
Jeromie Jackson
 
The Seven Step Selection Planning Process
The Seven Step Selection Planning ProcessThe Seven Step Selection Planning Process
The Seven Step Selection Planning Process
joerodwell
 
Effectively Planning an Exit or Transition: Part II
Effectively Planning an Exit or Transition: Part IIEffectively Planning an Exit or Transition: Part II
Effectively Planning an Exit or Transition: Part II
Jim Gitney
 
Succession Planning
Succession PlanningSuccession Planning
Succession Planning
gregoryfoss133
 
Organisational Entry and Exit Management
Organisational Entry and Exit ManagementOrganisational Entry and Exit Management
Organisational Entry and Exit Management
Elijah Ezendu
 
S&OP Implementation Roadmap
S&OP Implementation RoadmapS&OP Implementation Roadmap
S&OP Implementation Roadmap
Anand Subramaniam
 

Viewers also liked (7)

Failsafe Exit 7.1.09
Failsafe Exit 7.1.09Failsafe Exit 7.1.09
Failsafe Exit 7.1.09
 
Ignorance Is Risk
Ignorance Is RiskIgnorance Is Risk
Ignorance Is Risk
 
The Seven Step Selection Planning Process
The Seven Step Selection Planning ProcessThe Seven Step Selection Planning Process
The Seven Step Selection Planning Process
 
Effectively Planning an Exit or Transition: Part II
Effectively Planning an Exit or Transition: Part IIEffectively Planning an Exit or Transition: Part II
Effectively Planning an Exit or Transition: Part II
 
Succession Planning
Succession PlanningSuccession Planning
Succession Planning
 
Organisational Entry and Exit Management
Organisational Entry and Exit ManagementOrganisational Entry and Exit Management
Organisational Entry and Exit Management
 
S&OP Implementation Roadmap
S&OP Implementation RoadmapS&OP Implementation Roadmap
S&OP Implementation Roadmap
 

Similar to Exec Briefing Component 1 Hour 2008+

Exit Planning Opportunities for Advisors
Exit Planning Opportunities for AdvisorsExit Planning Opportunities for Advisors
Exit Planning Opportunities for Advisors
CenterPoint Business Advisors
 
Understanding and Maximizing Business Value
Understanding and Maximizing Business ValueUnderstanding and Maximizing Business Value
Understanding and Maximizing Business Value
CenterPoint Business Advisors
 
Understanding and maximizing business value
Understanding and maximizing business valueUnderstanding and maximizing business value
Understanding and maximizing business value
CenterPoint Business Advisors
 
Exit Planning For Business Owners
Exit Planning For Business OwnersExit Planning For Business Owners
Exit Planning For Business Owners
CenterPoint Business Advisors
 
Honeycutt, Smith - Value Driver Analysis
Honeycutt, Smith - Value Driver AnalysisHoneycutt, Smith - Value Driver Analysis
Honeycutt, Smith - Value Driver Analysis
phoneycutt
 
Bad To Worse.Ppt
Bad To Worse.PptBad To Worse.Ppt
Bad To Worse.Ppt
guest147d26
 
Bad To Worse
Bad To WorseBad To Worse
Bad To Worse
Greg Fisher
 
What is Your Business Worth ?
What is Your Business Worth ?What is Your Business Worth ?
What is Your Business Worth ?
praygrounds
 
Accu agency management tips
Accu agency management tipsAccu agency management tips
Accu agency management tips
Eddie Emmett
 
Overview
OverviewOverview
Overview
jmedranocv
 
Venture Capital 101 to BCIT Nov 08
Venture Capital 101 to BCIT Nov 08Venture Capital 101 to BCIT Nov 08
Venture Capital 101 to BCIT Nov 08
David Shore
 
How to break through the million dollar level and beyond in 2013
How to break through the million dollar level and beyond in 2013How to break through the million dollar level and beyond in 2013
How to break through the million dollar level and beyond in 2013
PCO Bookkeepers
 
Tudor Mafteianu (Blu Capital Partners) - What Drives the Value of Your Business?
Tudor Mafteianu (Blu Capital Partners) - What Drives the Value of Your Business?Tudor Mafteianu (Blu Capital Partners) - What Drives the Value of Your Business?
Tudor Mafteianu (Blu Capital Partners) - What Drives the Value of Your Business?
Techsylvania
 
100609 M&A Seminar Presentation Version
100609 M&A Seminar Presentation Version100609 M&A Seminar Presentation Version
100609 M&A Seminar Presentation Version
dave_wil
 
Elite business opportunity version # 1
Elite business opportunity version # 1Elite business opportunity version # 1
Elite business opportunity version # 1
Phillip Diep
 
Avoid The High Valuation Trap To Bcit Nov 09 Beta Draft
Avoid The High Valuation Trap To Bcit Nov 09 Beta DraftAvoid The High Valuation Trap To Bcit Nov 09 Beta Draft
Avoid The High Valuation Trap To Bcit Nov 09 Beta Draft
David Shore
 
Starting and Nurturing Your Business
Starting and Nurturing Your BusinessStarting and Nurturing Your Business
Starting and Nurturing Your Business
SCORE Greater Cincinnati
 
Strategic Business Planning Part 3
Strategic Business Planning Part 3Strategic Business Planning Part 3
Strategic Business Planning Part 3
Severus Prime
 
NPMA Knowing The Value V4
NPMA Knowing The Value V4NPMA Knowing The Value V4
NPMA Knowing The Value V4
TFMason
 
NPMA Knowing The Value V4
NPMA Knowing The Value V4NPMA Knowing The Value V4
NPMA Knowing The Value V4
PCO Bookkeepers
 

Similar to Exec Briefing Component 1 Hour 2008+ (20)

Exit Planning Opportunities for Advisors
Exit Planning Opportunities for AdvisorsExit Planning Opportunities for Advisors
Exit Planning Opportunities for Advisors
 
Understanding and Maximizing Business Value
Understanding and Maximizing Business ValueUnderstanding and Maximizing Business Value
Understanding and Maximizing Business Value
 
Understanding and maximizing business value
Understanding and maximizing business valueUnderstanding and maximizing business value
Understanding and maximizing business value
 
Exit Planning For Business Owners
Exit Planning For Business OwnersExit Planning For Business Owners
Exit Planning For Business Owners
 
Honeycutt, Smith - Value Driver Analysis
Honeycutt, Smith - Value Driver AnalysisHoneycutt, Smith - Value Driver Analysis
Honeycutt, Smith - Value Driver Analysis
 
Bad To Worse.Ppt
Bad To Worse.PptBad To Worse.Ppt
Bad To Worse.Ppt
 
Bad To Worse
Bad To WorseBad To Worse
Bad To Worse
 
What is Your Business Worth ?
What is Your Business Worth ?What is Your Business Worth ?
What is Your Business Worth ?
 
Accu agency management tips
Accu agency management tipsAccu agency management tips
Accu agency management tips
 
Overview
OverviewOverview
Overview
 
Venture Capital 101 to BCIT Nov 08
Venture Capital 101 to BCIT Nov 08Venture Capital 101 to BCIT Nov 08
Venture Capital 101 to BCIT Nov 08
 
How to break through the million dollar level and beyond in 2013
How to break through the million dollar level and beyond in 2013How to break through the million dollar level and beyond in 2013
How to break through the million dollar level and beyond in 2013
 
Tudor Mafteianu (Blu Capital Partners) - What Drives the Value of Your Business?
Tudor Mafteianu (Blu Capital Partners) - What Drives the Value of Your Business?Tudor Mafteianu (Blu Capital Partners) - What Drives the Value of Your Business?
Tudor Mafteianu (Blu Capital Partners) - What Drives the Value of Your Business?
 
100609 M&A Seminar Presentation Version
100609 M&A Seminar Presentation Version100609 M&A Seminar Presentation Version
100609 M&A Seminar Presentation Version
 
Elite business opportunity version # 1
Elite business opportunity version # 1Elite business opportunity version # 1
Elite business opportunity version # 1
 
Avoid The High Valuation Trap To Bcit Nov 09 Beta Draft
Avoid The High Valuation Trap To Bcit Nov 09 Beta DraftAvoid The High Valuation Trap To Bcit Nov 09 Beta Draft
Avoid The High Valuation Trap To Bcit Nov 09 Beta Draft
 
Starting and Nurturing Your Business
Starting and Nurturing Your BusinessStarting and Nurturing Your Business
Starting and Nurturing Your Business
 
Strategic Business Planning Part 3
Strategic Business Planning Part 3Strategic Business Planning Part 3
Strategic Business Planning Part 3
 
NPMA Knowing The Value V4
NPMA Knowing The Value V4NPMA Knowing The Value V4
NPMA Knowing The Value V4
 
NPMA Knowing The Value V4
NPMA Knowing The Value V4NPMA Knowing The Value V4
NPMA Knowing The Value V4
 

More from Doncaster Insurance & Financial Services, Inc.

87c850c2 dd12-4edd-8306-95475db33c5a-151030153111-lva1-app6892
87c850c2 dd12-4edd-8306-95475db33c5a-151030153111-lva1-app689287c850c2 dd12-4edd-8306-95475db33c5a-151030153111-lva1-app6892
87c850c2 dd12-4edd-8306-95475db33c5a-151030153111-lva1-app6892
Doncaster Insurance & Financial Services, Inc.
 
Doncaster medicare 6 7 (2)
Doncaster medicare 6 7 (2)Doncaster medicare 6 7 (2)
Public Service Announcement_Feb2015
Public Service Announcement_Feb2015Public Service Announcement_Feb2015
Public Service Announcement_Feb2015
Doncaster Insurance & Financial Services, Inc.
 
Structured cash-flows-brochure-6.9.14
Structured cash-flows-brochure-6.9.14Structured cash-flows-brochure-6.9.14
Structured cash-flows-brochure-6.9.14
Doncaster Insurance & Financial Services, Inc.
 
Soc sec client ppt (non product) mm4787 q-05
Soc sec   client ppt (non product) mm4787 q-05Soc sec   client ppt (non product) mm4787 q-05
Soc sec client ppt (non product) mm4787 q-05
Doncaster Insurance & Financial Services, Inc.
 
Annuity ebook-5.20.2013
Annuity ebook-5.20.2013Annuity ebook-5.20.2013
Annuity ebook-5.20.2013
Annuity ebook-5.20.2013Annuity ebook-5.20.2013
Doncaster insurance toyota center sign
Doncaster insurance  toyota center signDoncaster insurance  toyota center sign
Doncaster insurance toyota center sign
Doncaster Insurance & Financial Services, Inc.
 
Sei advisor investor-behaviorarticle
Sei advisor investor-behaviorarticleSei advisor investor-behaviorarticle
Sei advisor investor-behaviorarticle
Doncaster Insurance & Financial Services, Inc.
 
Benefit gold brochure[1]
Benefit gold brochure[1]Benefit gold brochure[1]
2010mdrt Mem Benefits
2010mdrt Mem Benefits2010mdrt Mem Benefits
2010 Mdrt Press Release
2010 Mdrt Press Release2010 Mdrt Press Release
Doncaster Insurance And Financial Services, Inc
Doncaster Insurance And Financial Services, IncDoncaster Insurance And Financial Services, Inc
Doncaster Insurance And Financial Services, Inc
Doncaster Insurance & Financial Services, Inc.
 
Doncaster Dec 09 1[1]
Doncaster Dec 09 1[1]Doncaster Dec 09 1[1]

More from Doncaster Insurance & Financial Services, Inc. (14)

87c850c2 dd12-4edd-8306-95475db33c5a-151030153111-lva1-app6892
87c850c2 dd12-4edd-8306-95475db33c5a-151030153111-lva1-app689287c850c2 dd12-4edd-8306-95475db33c5a-151030153111-lva1-app6892
87c850c2 dd12-4edd-8306-95475db33c5a-151030153111-lva1-app6892
 
Doncaster medicare 6 7 (2)
Doncaster medicare 6 7 (2)Doncaster medicare 6 7 (2)
Doncaster medicare 6 7 (2)
 
Public Service Announcement_Feb2015
Public Service Announcement_Feb2015Public Service Announcement_Feb2015
Public Service Announcement_Feb2015
 
Structured cash-flows-brochure-6.9.14
Structured cash-flows-brochure-6.9.14Structured cash-flows-brochure-6.9.14
Structured cash-flows-brochure-6.9.14
 
Soc sec client ppt (non product) mm4787 q-05
Soc sec   client ppt (non product) mm4787 q-05Soc sec   client ppt (non product) mm4787 q-05
Soc sec client ppt (non product) mm4787 q-05
 
Annuity ebook-5.20.2013
Annuity ebook-5.20.2013Annuity ebook-5.20.2013
Annuity ebook-5.20.2013
 
Annuity ebook-5.20.2013
Annuity ebook-5.20.2013Annuity ebook-5.20.2013
Annuity ebook-5.20.2013
 
Doncaster insurance toyota center sign
Doncaster insurance  toyota center signDoncaster insurance  toyota center sign
Doncaster insurance toyota center sign
 
Sei advisor investor-behaviorarticle
Sei advisor investor-behaviorarticleSei advisor investor-behaviorarticle
Sei advisor investor-behaviorarticle
 
Benefit gold brochure[1]
Benefit gold brochure[1]Benefit gold brochure[1]
Benefit gold brochure[1]
 
2010mdrt Mem Benefits
2010mdrt Mem Benefits2010mdrt Mem Benefits
2010mdrt Mem Benefits
 
2010 Mdrt Press Release
2010 Mdrt Press Release2010 Mdrt Press Release
2010 Mdrt Press Release
 
Doncaster Insurance And Financial Services, Inc
Doncaster Insurance And Financial Services, IncDoncaster Insurance And Financial Services, Inc
Doncaster Insurance And Financial Services, Inc
 
Doncaster Dec 09 1[1]
Doncaster Dec 09 1[1]Doncaster Dec 09 1[1]
Doncaster Dec 09 1[1]
 

Recently uploaded

Instant Issue Debit Cards
Instant Issue Debit CardsInstant Issue Debit Cards
Instant Issue Debit Cards
egoetzinger
 
一比一原版(IC毕业证)帝国理工大学毕业证如何办理
一比一原版(IC毕业证)帝国理工大学毕业证如何办理一比一原版(IC毕业证)帝国理工大学毕业证如何办理
一比一原版(IC毕业证)帝国理工大学毕业证如何办理
conose1
 
Tdasx: Unveiling the Trillion-Dollar Potential of Bitcoin DeFi
Tdasx: Unveiling the Trillion-Dollar Potential of Bitcoin DeFiTdasx: Unveiling the Trillion-Dollar Potential of Bitcoin DeFi
Tdasx: Unveiling the Trillion-Dollar Potential of Bitcoin DeFi
nimaruinazawa258
 
Independent Study - College of Wooster Research (2023-2024)
Independent Study - College of Wooster Research (2023-2024)Independent Study - College of Wooster Research (2023-2024)
Independent Study - College of Wooster Research (2023-2024)
AntoniaOwensDetwiler
 
Who Is the Largest Producer of Soybean in India Now.pdf
Who Is the Largest Producer of Soybean in India Now.pdfWho Is the Largest Producer of Soybean in India Now.pdf
Who Is the Largest Producer of Soybean in India Now.pdf
Price Vision
 
Instant Issue Debit Cards - High School Spirit
Instant Issue Debit Cards - High School SpiritInstant Issue Debit Cards - High School Spirit
Instant Issue Debit Cards - High School Spirit
egoetzinger
 
SWAIAP Fraud Risk Mitigation Prof Oyedokun.pptx
SWAIAP Fraud Risk Mitigation   Prof Oyedokun.pptxSWAIAP Fraud Risk Mitigation   Prof Oyedokun.pptx
SWAIAP Fraud Risk Mitigation Prof Oyedokun.pptx
Godwin Emmanuel Oyedokun MBA MSc PhD FCA FCTI FCNA CFE FFAR
 
一比一原版(UCL毕业证)伦敦大学|学院毕业证如何办理
一比一原版(UCL毕业证)伦敦大学|学院毕业证如何办理一比一原版(UCL毕业证)伦敦大学|学院毕业证如何办理
一比一原版(UCL毕业证)伦敦大学|学院毕业证如何办理
otogas
 
Independent Study - College of Wooster Research (2023-2024) FDI, Culture, Glo...
Independent Study - College of Wooster Research (2023-2024) FDI, Culture, Glo...Independent Study - College of Wooster Research (2023-2024) FDI, Culture, Glo...
Independent Study - College of Wooster Research (2023-2024) FDI, Culture, Glo...
AntoniaOwensDetwiler
 
Economic Risk Factor Update: June 2024 [SlideShare]
Economic Risk Factor Update: June 2024 [SlideShare]Economic Risk Factor Update: June 2024 [SlideShare]
Economic Risk Factor Update: June 2024 [SlideShare]
Commonwealth
 
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...
Donc Test
 
Bridging the gap: Online job postings, survey data and the assessment of job ...
Bridging the gap: Online job postings, survey data and the assessment of job ...Bridging the gap: Online job postings, survey data and the assessment of job ...
Bridging the gap: Online job postings, survey data and the assessment of job ...
Labour Market Information Council | Conseil de l’information sur le marché du travail
 
OAT_RI_Ep20 WeighingTheRisks_May24_Trade Wars.pptx
OAT_RI_Ep20 WeighingTheRisks_May24_Trade Wars.pptxOAT_RI_Ep20 WeighingTheRisks_May24_Trade Wars.pptx
OAT_RI_Ep20 WeighingTheRisks_May24_Trade Wars.pptx
hiddenlevers
 
The Impact of GST Payments on Loan Approvals
The Impact of GST Payments on Loan ApprovalsThe Impact of GST Payments on Loan Approvals
The Impact of GST Payments on Loan Approvals
Vighnesh Shashtri
 
1. Elemental Economics - Introduction to mining.pdf
1. Elemental Economics - Introduction to mining.pdf1. Elemental Economics - Introduction to mining.pdf
1. Elemental Economics - Introduction to mining.pdf
Neal Brewster
 
Eco-Innovations and Firm Heterogeneity. Evidence from Italian Family and Nonf...
Eco-Innovations and Firm Heterogeneity.Evidence from Italian Family and Nonf...Eco-Innovations and Firm Heterogeneity.Evidence from Italian Family and Nonf...
Eco-Innovations and Firm Heterogeneity. Evidence from Italian Family and Nonf...
University of Calabria
 
Instant Issue Debit Cards - School Designs
Instant Issue Debit Cards - School DesignsInstant Issue Debit Cards - School Designs
Instant Issue Debit Cards - School Designs
egoetzinger
 
falcon-invoice-discounting-a-strategic-approach-to-optimize-investments
falcon-invoice-discounting-a-strategic-approach-to-optimize-investmentsfalcon-invoice-discounting-a-strategic-approach-to-optimize-investments
falcon-invoice-discounting-a-strategic-approach-to-optimize-investments
Falcon Invoice Discounting
 
快速办理(SMU毕业证书)南卫理公会大学毕业证毕业完成信一模一样
快速办理(SMU毕业证书)南卫理公会大学毕业证毕业完成信一模一样快速办理(SMU毕业证书)南卫理公会大学毕业证毕业完成信一模一样
快速办理(SMU毕业证书)南卫理公会大学毕业证毕业完成信一模一样
5spllj1l
 
How Does CRISIL Evaluate Lenders in India for Credit Ratings
How Does CRISIL Evaluate Lenders in India for Credit RatingsHow Does CRISIL Evaluate Lenders in India for Credit Ratings
How Does CRISIL Evaluate Lenders in India for Credit Ratings
Shaheen Kumar
 

Recently uploaded (20)

Instant Issue Debit Cards
Instant Issue Debit CardsInstant Issue Debit Cards
Instant Issue Debit Cards
 
一比一原版(IC毕业证)帝国理工大学毕业证如何办理
一比一原版(IC毕业证)帝国理工大学毕业证如何办理一比一原版(IC毕业证)帝国理工大学毕业证如何办理
一比一原版(IC毕业证)帝国理工大学毕业证如何办理
 
Tdasx: Unveiling the Trillion-Dollar Potential of Bitcoin DeFi
Tdasx: Unveiling the Trillion-Dollar Potential of Bitcoin DeFiTdasx: Unveiling the Trillion-Dollar Potential of Bitcoin DeFi
Tdasx: Unveiling the Trillion-Dollar Potential of Bitcoin DeFi
 
Independent Study - College of Wooster Research (2023-2024)
Independent Study - College of Wooster Research (2023-2024)Independent Study - College of Wooster Research (2023-2024)
Independent Study - College of Wooster Research (2023-2024)
 
Who Is the Largest Producer of Soybean in India Now.pdf
Who Is the Largest Producer of Soybean in India Now.pdfWho Is the Largest Producer of Soybean in India Now.pdf
Who Is the Largest Producer of Soybean in India Now.pdf
 
Instant Issue Debit Cards - High School Spirit
Instant Issue Debit Cards - High School SpiritInstant Issue Debit Cards - High School Spirit
Instant Issue Debit Cards - High School Spirit
 
SWAIAP Fraud Risk Mitigation Prof Oyedokun.pptx
SWAIAP Fraud Risk Mitigation   Prof Oyedokun.pptxSWAIAP Fraud Risk Mitigation   Prof Oyedokun.pptx
SWAIAP Fraud Risk Mitigation Prof Oyedokun.pptx
 
一比一原版(UCL毕业证)伦敦大学|学院毕业证如何办理
一比一原版(UCL毕业证)伦敦大学|学院毕业证如何办理一比一原版(UCL毕业证)伦敦大学|学院毕业证如何办理
一比一原版(UCL毕业证)伦敦大学|学院毕业证如何办理
 
Independent Study - College of Wooster Research (2023-2024) FDI, Culture, Glo...
Independent Study - College of Wooster Research (2023-2024) FDI, Culture, Glo...Independent Study - College of Wooster Research (2023-2024) FDI, Culture, Glo...
Independent Study - College of Wooster Research (2023-2024) FDI, Culture, Glo...
 
Economic Risk Factor Update: June 2024 [SlideShare]
Economic Risk Factor Update: June 2024 [SlideShare]Economic Risk Factor Update: June 2024 [SlideShare]
Economic Risk Factor Update: June 2024 [SlideShare]
 
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...
Solution Manual For Financial Accounting, 8th Canadian Edition 2024, by Libby...
 
Bridging the gap: Online job postings, survey data and the assessment of job ...
Bridging the gap: Online job postings, survey data and the assessment of job ...Bridging the gap: Online job postings, survey data and the assessment of job ...
Bridging the gap: Online job postings, survey data and the assessment of job ...
 
OAT_RI_Ep20 WeighingTheRisks_May24_Trade Wars.pptx
OAT_RI_Ep20 WeighingTheRisks_May24_Trade Wars.pptxOAT_RI_Ep20 WeighingTheRisks_May24_Trade Wars.pptx
OAT_RI_Ep20 WeighingTheRisks_May24_Trade Wars.pptx
 
The Impact of GST Payments on Loan Approvals
The Impact of GST Payments on Loan ApprovalsThe Impact of GST Payments on Loan Approvals
The Impact of GST Payments on Loan Approvals
 
1. Elemental Economics - Introduction to mining.pdf
1. Elemental Economics - Introduction to mining.pdf1. Elemental Economics - Introduction to mining.pdf
1. Elemental Economics - Introduction to mining.pdf
 
Eco-Innovations and Firm Heterogeneity. Evidence from Italian Family and Nonf...
Eco-Innovations and Firm Heterogeneity.Evidence from Italian Family and Nonf...Eco-Innovations and Firm Heterogeneity.Evidence from Italian Family and Nonf...
Eco-Innovations and Firm Heterogeneity. Evidence from Italian Family and Nonf...
 
Instant Issue Debit Cards - School Designs
Instant Issue Debit Cards - School DesignsInstant Issue Debit Cards - School Designs
Instant Issue Debit Cards - School Designs
 
falcon-invoice-discounting-a-strategic-approach-to-optimize-investments
falcon-invoice-discounting-a-strategic-approach-to-optimize-investmentsfalcon-invoice-discounting-a-strategic-approach-to-optimize-investments
falcon-invoice-discounting-a-strategic-approach-to-optimize-investments
 
快速办理(SMU毕业证书)南卫理公会大学毕业证毕业完成信一模一样
快速办理(SMU毕业证书)南卫理公会大学毕业证毕业完成信一模一样快速办理(SMU毕业证书)南卫理公会大学毕业证毕业完成信一模一样
快速办理(SMU毕业证书)南卫理公会大学毕业证毕业完成信一模一样
 
How Does CRISIL Evaluate Lenders in India for Credit Ratings
How Does CRISIL Evaluate Lenders in India for Credit RatingsHow Does CRISIL Evaluate Lenders in India for Credit Ratings
How Does CRISIL Evaluate Lenders in India for Credit Ratings
 

Exec Briefing Component 1 Hour 2008+

  • 1. The Exit Planning Executive Briefing Presented by Tom Doncaster, CLU, CWM Member of Business Enterprise Institute’s Network Of Exit Planning Professionals™
  • 2.
  • 3.
  • 4.
  • 5.  
  • 6.
  • 7.
  • 8.
  • 9.
  • 10.
  • 11.
  • 12.
  • 13.
  • 14.
  • 15.
  • 16.
  • 17.
  • 18.
  • 19.
  • 20.
  • 21.
  • 22.
  • 23.
  • 24.
  • 25.
  • 26.
  • 27.
  • 28.
  • 29.
  • 30.
  • 31.
  • 32.
  • 33.
  • 34.
  • 35.
  • 36.
  • 37.
  • 38.
  • 39.
  • 40.
  • 41.
  • 42.
  • 43. The Exit Planning Executive Briefing At some point, every owner leaves his or her business - voluntarily or otherwise. At that time, every owner wants to receive the maximum amount of money in order to accomplish personal, financial, income and estate planning goals. Registered Representative offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and Investment Advisor. Member FINRA and SIPC. Doncaster Insurance and Financial Services, Inc and Independent Financial Group, LLC are unafilliated.

Editor's Notes

  1. Hello. This is John Brown and this is the revised executive Exit Planning Executive Briefing. I am going to spend probably an hour and a half, maybe a little bit more today, going through this Executive Briefing. Your Executive Briefing isn’t going to be this long, certainly, but I’m going to also do a couple of things besides just give the Executive Briefing. I am going to make some comments on some of the slides, because some of these slides are new, and I want to explain why at least I think you should consider using the slides. Then secondly, I’m going to spend more time going through those slides that have charts with numbers on them, that have certain tax assumptions, so that you have a clear understanding of the assumptions I made, because the assumptions you make might very well be different based upon the state income tax law in your state. Also, if the capital gains tax changes here in the next year or so, then obviously the assumptions I made are going to have to change.