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Business Owner Succession Strategies

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Webinar:
Unlock the 6 steps of Exit and Succession Planning

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*Exit planning is through LPL Financial, a registered investment advisor under the LPL's Hourly Consulting Program

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes.  The purchase of certain securities may be required to effect some of the strategies.  Investing involves risks including possible loss of principal.

 

 

 

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Webinar Teaser

The 8 Exit Strategies for Business Owners

Transfer the company to a family member.

Sell the business to one or more key employees.

Sell to employees using an employee stock ownership plan.

Sell to one or more co-owners.

Sell to an outside third party.

Engage in an initial public offering.

Become a passive owner.

Liquidate.

Click here to download the FREE eBook

 

Would the value of your business be in jeopardy for you or your family if you became a victim of the 5 D's?

  • Death
  • Divorce
  • Disability/Incapacity
  • Disaster
  • Disagreement

 

Did you know, 99% of business owners surveyed agreed with the statement "Having a transition strategy is important for both my future and for the future of my business."

99% agreed

Despite the 99% of business owners agreed:
79% had no written business transition plan
48% had done no planning at all
94% had not written personal plan

Read Survey of Owner Readiness Report

Your BOSS Certified Exit Planning Advisor Team

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Mark C. Hegstrom, AIF®, CEPA®, CPFA​

Certified Exit Planner

 

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Fred Borstad, AIF®, CEPA®

Certified Exit Planner

 

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Ryan C. Williams, CFP®, CEPA®, CPFA

Certified Exit Planner

What is an Exit Plan?

There are three legs to the Exit Planning Stool

  • Personal Preparedness
  • Financial Preparedness
  • Business Attractiveness

Click Here For More Information

How do you start to develop an Exit Plan?

You start with an Exit Assessment

You need to know where you are now.

Click Here For More Information

Work with a Certified Exit Planning Advisor

A CEPA advisor can help you review your assessment and help create a map of where you want to go.

  • When to exit
  • How much do you need
  • To whom do you want to sell

Click Here For More Information

Personal Preparedness

You have been doing the same thing or going to the same place- your business for a long time! If you sell your business, what will you do? Business owners without a plan for what they intend to do can profoundly regret selling. We offer ideas on how to set up your next chapter for success!

Click Here For More Information

Financial Preparedness

 How much do you need to get from the sale of your business? Instead of "taking what you get,” the trick is knowing how much you need your business to sell.

  • Capital gains taxes
  • Business broker commission
  • Attorney & CPA costs

What ways can you save more money to prepare for your exit?

Click Here For More Information

Business Attractiveness

How attractive is your business?
You may think it is great, but what does an outside buyer see?

  • Financials
  • Processes
  • Management Team
  • Recurring revenue streams
  • A lack of owner centricity

Click Here For More Information

Edina | ​Eden Prairie | Bloomington | Minneapolis | St. Louis Park | Hopkins

Contact Info

  •   8000 W 78th St, Suite 415, Edina, Minnesota 55439
  •   952-222-BOSS
  • mark.hegstrom@businessownersuccessionstrategies.com 
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