Make Your Last Deal, Your Best One Yet!
Successfully exit your business on your own terms and achieve your goals.

Learn what you need to do to achieve a successful business ownership transition, whether you plan to sell or gift to family, key employees, or outsiders. Based on years of experience working with exiting business owners and their financial and exit planning expertise, Jane (CPA) and Kathy (CFP) will guide you through the exit planning process. You will find real life examples and advice on the critical steps you need to take now to protect and preserve your largest asset - your business. Our exit planning process includes:

- Determining your goals
- Calculating how much money you need
- Maximizing the value of your business
- Understanding your options for internal as well as external sales
- Minimizing taxes and fees
- Executing your plan

What would happen to your business, your family and your future if you could no longer manage your business tomorrow? Did you know your years of hard work could vanish in an instant if you do not have an adequate Business Ownership Transition Plan? Unfortunately, most owners are jolted into action by a life event and then it is often too late to make necessary changes and preparations. Don't wait for something to rock your world. With proper planning, you will have more control over your future and have a much better chance of achieving your goals and closing your last great deal.

Whether you are a few months or several years away from selling your business or passing it on to someone else, start your planning now with Cashing Out of Your Business - Your Last Great Deal.