Growth & Exit Planning Collaborative

Perhaps the most significant benefit of growth and exit planning is the improved mental state of the business owner during the remainder of their time as business owners. Business owners who have a plan are able to reduce and/or eliminate their anxiety regarding their eventual exit and, thus, enjoy a much higher quality of life. They have a plan and they only need to activiate the implementation of that plan. Priceless!

Consider an ESOP Exit Transaction Now - Could be Your Ideal Solution

I can help you sell all or a portion of your business now to a buyer at full fair market value, while retaining control, salary and benefits, while indefinitely deferring all capital gains taxes, and while leaving behind a completely income tax-exempt entity. Sounds too good to be true? Let's talk.

ESOPs often provide more money after tax to a seller than any other transition option.

ESOPs permit business owners to engineer an immediate or gradual tax advantaged exit strategy, while also securing the continued success of the business.

ESOPs should be considered for business owners seeking partial or full liquidity for businesses with (i) business value in excess of $5 million, and/or net income in excess of $1 million per year, (ii) 5 year history of profitable operations, (iii) 20 or more full-time employees, and (iv) second line management team.