Exit and Transition Planning and

Business/Professional Practice Exit & Transition Planning

National Business Valuation Services, along with our preferred partner Monty Walker, can help you with your exit and transition plans as well as your business succession plans.

 

Brian Wendler is also one of the founders and current co-chairs of the Exit Planning section group of the Society Of Financial Service Professionals.

 

All over the world, owners/founders of businesses and professional practices (the babyboomer generation) will be exiting or transitioning from their businesses over the next decade, however, most owners will fail to achieve top dollar for their businesses.
Quotes from Studies:
  1. “Only 11% of small business owners surveyed thought about a transition plan from the beginning, while 41% hadn’t thought about it.  The remaining 48% had been thinking about a plan for 6 years or less.  61% of respondents have no transition plan or have only thought about it; 28% have a plan in process, and 11% have completed their transition plan” – Glen G. Kautt, Entrepreneur Magazine
  2. “Roughly 40% of family-owned businesses in the United States will experience a leadership change over the next five years” – MassMutual Financial Group/Raymond Institute
  3. “65% of small business owners plan on selling their businesses, leaving only 35% of business owners planning on passing their businesses to the next of kin” – George S. May, a wealth management consulting firm polled 921 small business owners
  4. “70% of small business owners are planning to retire within 10 years” – Canadian Federation of Independent Business
We also offer some helpful graphics and images to help those seeking more information on exit planning, transition planning, and business succession.  Click the link to get more information:
You are welcome to call us, e-mail us, or use our contact form. Meetings by appointment only.
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