Exit Strategy & Planning Retreat

Maximize company exit value and
minimize nasty surprises

Business owners receive too little from the sale of their company,
pay too much in taxes and are subject to many “gotchas” from
shrewd buyers. Our Exit Strategy and Planning Retreat can help
improve the outcome.

Whether you are ready to exit immediately or have a several–year horizon, our exit strategy and planning retreat can improve the odds to ensuring that you maximize your life’s work and then exit successfully on your terms and timeline.

We work with attendees to get consensus on hurdles, strengths, weaknesses and opportunities.

Featured Insight: See how your exit motivation can destroy business value.

The retreat utilizes our proprietary Exit Bomb methodology to create a company exit blueprint and align equity holders (and non-equity stakeholders, if applicable) with the best exit options, company valuation variables, ground realities, market currents, exit timeframes, transition considerations and other key personal, family, business, and financial issues involved in exiting your business.

Which means you can improve the odds of leaving your company with no regrets and nothing on the table.

Featured Insight: See how your exit motivation can destroy business value.

Retreat Details

Duration:
1-3 Days
Purpose:
Layout exit plan for business owners, Navigate exit hurdles
Participants:
Retreat moderator/s + Business Owner/s + (Key Personnel, if applicable)
Number of people:
1 - 20+
How:
Conducted in up to 5 phases
  1. Pre-meeting surveys and/or interviews
  2. Formal assessment (optional)
  3. Retreat Day/s
  4. Deliverable (optional)
  5. Implementation Support (optional)
  1. Pre-meeting surveys and/or interviews
  2. Formal assessment (optional)
  3. Retreat Day/s
  4. Deliverable (optional)
  5. Implementation Support (optional)
Deliverable Type:
Custom (varies by client objective)
Where:
Off-site or on-site
Pricing:
Flat fee based on phases, participants & location

  • Our exit strategy and planning
    retreat gets shareholders focused on
    successfully exiting their company for
    highest value, optimizing taxes and
    gaining peace of mind.

 
  • Find Exit Clarity

    Clarify Timeline &
    Cash Needs

    Align Personal &
    Business Goals

  • Avoid Surprises

    Reduce Company
    Risks

    Increase Exit
    Valuation

  • Get Peace of Mind

    Optimize Structure &
    Taxes

    Improve Certainty of
    Closing

But don’t just take our word for it...

  • “We have lowered risk and maximized value...
    Kent Lewis, President & Founder
    Anvil Media Inc.”
    Watch Results

Interested in laying out a plan for successfully
exiting your company on your terms & timeline?

Let's start by finding out what problem areas will likely cause you headaches,
reduce company value or render your company unsaleable.

Get your free score and five custom scorecards highlighting the
strengths and weaknesses of your business.