Do You Have a Plan?

Almost all businesses have one thing in common- they will all generate maximum value for their owners when their owners sell the business. At that point, the owner generates years of profits in a tax-free, risk-free manner and generates financial freedom for them and their families. Our clients invariably tell us that selling their business was one of the most important days of their lives with profoundly positive effects.

What our clients also tell us is that they singularly failed to put a plan in place before they spoke to us.
Avoiding planning not only puts your future financial security at risk but also overlooks your company’s need to grow in value efficiently and quickly in carefully targeted areas. Growing and protecting value is at the core of exit planning. To identify where and how to spend precious company resources (i.e., your time and money) to make the greatest impact is to plan your exit. It is just as important as identifying and implementing strategies to minimize both current taxes and the tax bill when you transfer your company.

It makes sense to start planning for your eventual exit now, regardless of the state of the economy. The simple reality is that most owners don’t plan.

Come and speak to CapEQ and we can make a plan!