This document discusses exit planning opportunities for business advisors. It outlines a seven step exit planning process that helps business owners achieve their goals of retiring from their business and ensuring financial security. The process involves identifying objectives, quantifying business value, maximizing value, planning for ownership transfer either to employees or third parties, business continuity planning, and personal wealth/estate planning. Providing exit planning services allows advisors to build strong client loyalty, help clients achieve life goals, and generate new referral business through a team approach.

1. Exit Planning Opportunities for Business Advisors Michael F. Coyle, CBI Principal/Exit Planning Advisor, CenterPoint Business Advisors

5. CenterPoint Business Advisors, Inc. assists the owners of small to mid-sized businesses in planning for and executing the most important financial event of their lives...the inevitable exit from their business.

13. The Concept of Exit Planning From The Endless Focused Work in Building a Business…

14. ... To Your Clients Achieving Their Life’s Next Goals:

18. The Exit Planning Process

42. The Exit Planning Process

43. The vast majority of owners are unaware there is a specific planning and implementation process that can help ensure they achieve their objectives. Most business owners spend more time planning a family vacation than how to exit from their business. This is not due to a lack of desire or intelligence. It is simply because they don’t know how or where to begin.

46. Exit Planning Timeline

52. What are Your Big Ideas? A must read reference guide for today’s Professional that will be assisting their client’s in Exit Planning