Business Owner Briefing-March 29th-Exit Planning Strategies for the Business Owner

The SBA observes that “At any given time, 40 percent of U.S. businesses are facing the transfer of ownership issue” and “the primary cause for failure…is lack of planning.” This is completely avoidable.

Exiting your business is a process, not an event.  Building your business took significant time and multiple steps or stages. Exiting is no different. Your Exit Planning timeline is your bridge to the future that you envision for yourself, your business and your family.

If you’ve ever thought about leaving your business or transferring it to the next generation but don’t know where to begin, you’re in good company. Over 20% of successful business owners hope to exit their companies within the next five years. Another 30% in 6-10 years. However, unless an owner is familiar with the Exit Planning process and begins at least five years ahead of their exit, it’s doubtful they will exit in style.

By attending this seminar you can learn how to tax optimize and cash maximize the transition and exit from your business.   My goal for our time together is to share critical information you MUST know as a business owner to avoid stepping in exit planning landmines that can devastate not only the value of your business but your financial future.

If you’re a trusted business advisor (CPA, Financial Planner, Insurance Professional, Lawyer, Coach, etc.) and would like to assist your clients with Exit Planning, this seminar is also for you. It will open up an entire new area of conversation. Join us and feel free to invite your clients.


To exit successfully, owners need:

A Road Map.
Exit Planning is a process that helps owners decide where they want to go as well as how to get there.  Are you building a valuable/sellable business?  Do you know what a buyer is looking for?
Experienced Guides.
Owners must assemble a team of trained and experienced advisors to guide them through choices and decisions as they work toward their exit goals.
Success depends upon a disciplined implementation timetable keyed to an owner’s Exit Plan.  Creating and following a roadmap will help to reach your exit objectives.

Join me for this FREE 1.5-hour briefing on Wednesday, March 29th from 8:00-9:30am, to learn how you can begin to create your Exit or Transition Plan today.

WHERE: Oceanside Country Club, 75 N Halifax Dr, Ormond Beach, FL 32176

Eventbrite - Business Owner Briefing 3/29: Exit Planning Strategies for the Business Owner

I’m looking forward to meeting you.

Kevin Manley, Business Growth & Transition Strategist

The Exit Advisors, Manley Strategic