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Planning links

We offer a wide variety of planning tools that you can access online. From assessing your Exit Readiness to getting your planning started. From getting a Valuation or Retirement Capital Needs Analysis, to getting life insurance quotes and even finding an Advisor, you can do it all here!

 

The Exit Readiness Assessment Survey is a 60 question survey to see visually how prepared you are, and what your priorities should be, for your Exit and Transition planning.

We are committed to planning as quickly and efficiently as possible. The Exit Plan Fact finder is for clients who are moving ahead on their Exit Planning to complete details about their business, people and goals so we can quickly and efficiently build your planning Road Map.

The Exit Planning Engagement letter is for Clients to review and complete to start their Exit Planning Engagement. It contains information on our process, fees and details of what information we will need to get started.

Retaining key employees enhances your business value, and they may be your buyer. This questionnaire is for our clients and invited owners to provide input as to who they want to retain and what they want to accomplish so that we can design a plan that will meet the owner’s goals.

The Business Continuity Instructions form is without a doubt one of the most valuable forms a business owner can complete for their family and advisors to have guidance in the event of the owner’s sudden incapacity or death. This questionnaire link is for clients and invited owners who are completing or updating their Business Continuity Instructions forms.

The Business Valuation Questionnaire link is for clients or invited owners who are inputting their financial and business data to receive a Business Valuation Estimate report. The report costs a fraction of a full valuation report but is very important for benchmarking business value for planning and documents.

This brief video outlines our Business Owner Financial planning service where we will estimate the sources of income and calculate your "Gap" so we can be aware of what your business must sell for.

Life insurance is a very important tool to provide for funding in the event of death for families and business transactions such as Buy-Sell Agreements. The Life Insurance Quotes link is where clients and invited owners can confidentially review life insurance rate quotes from several top insurance companies for Key Person or Owner Term life insurance policies.

 

Our Advisor Finder link is for our clients and invited owners to request a referral to a variety of Advisors from our extensive contacts in the Exit planning field across the US

Need to find an Exit Planning Advisor? Our Advisor Finder link is for our clients and invited owners to request a referral to a variety of Advisors from our extensive contacts in the Exit planning field across the US.