The nature and complexity of the Business Exit/Personal Transition is not well understood by most business owners.  The attached Tool can help to explain the process to a potential client.

Each page follows the same scheme:  Moving from left to right relates to the probable time sequence of steps to be taken.  Moving from the bottom to the top moves from business related to more personal activities. 

Page 1 graphically presents a sampling of Issues to Learn about the Exit process. 

Page 2 is in the same format describing the advisors who can help with each of the Issues shown on page 1.  

Describing the exit planning process to a client, who’s situation is known, can be done by connecting some of the bubbles with a pen, thus showing the complexity as well as the probable sequence of the process. 

On one level it will seem like a daunting process.  Of course, that is why a business owner should seek help from a team of advisors!

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Submitted by Martin H. Imm
Tel:  978 745-5231