Have you taken a moment to consider the legacy of your company?

• Do you know who will take over your business when you retire?
• Have the necessary documents, agreements and plans been put in place to ensure a smooth transition?
• Will the income provided from the sale of your company be sufficient to meet your retirement needs?

"30% of small business owners plan to retire by the year 2020. Only two in five have a clear exit plan"

Planning for the future of your business

The fact is, you will transition out of your business at some point, and without a defined plan you are essentially leaving your personal and financial future to chance. Business transition planning determines how to smoothly transfer the ownership of your business while maximizing your personal financial security, minimizing taxes and protecting your retirement assets.

Planning includes not only when and to whom you intend to sell or transition your business, but also ways to maintain your company's value through tax planning and being prepared for unforeseen events. Through this process, you'll gain peace of mind that both you and your company are ready for the transition.

Are you the ideal client?

• Does your business have annual sales of $15 million or more?
• Have you received an offer to sell or are you looking to sell in the next 1-3 years?
• Are you interested in intergenerational business transitioning?
• Would you like to maximize the value of your company upon sale?

Consider your options:

1. Sell To A Third Party
2. Management Buy-Out
3. Keep It In The Family