Business owners are busy people…

• Successful business owners are very productive and so
  they’ve got a lot going on in their business and personal
  lives
• And as we both know planning for their eventual exit can
  continually be put on the back burner even if they know they
  need to do it
• A comprehensive plan for exit can be overwhelming…
• And so… it can be tough to maintain momentum in the
  planning process…tough for the client which makes it tough
  for us as the exit planners

Owners can become fatigued during
the process even when they know they need to get it done…

• Getting both the business owner ready…and their business
  ready for a successful exit requires work in areas of tax,
  personal financial estate planning, planning for the
  unexpected and business continuity and other planning
  areas
• And it requires added commitments of time, finances, and
  work
• If an engagement begins with a full explanation of all that
  needs to be addressed in a comprehensive plan it can be
  overwhelming and result in little to no action by the business
  owner
• I think you would agree that what we’ve learned through the
  years…is that a more productive approach is one that
  breaks down the comprehensive plan in phases and shorter
  well-defined time frames
• More than a few times we’ve heard, “I had no idea that there
  was this much to plan for"
• So today we want to discuss a planning approach that will
  make it much easier for an owner to stay engaged until
  everything that needs to be planned for is accomplished…

And we have with us one of our favorite guests Elizabeth
Mower. Elizabeth is the President for the Business Enterprise Institute.

Elizabeth Mower leads a team in the development of resources,
tools, materials and software that enable professionals in a variety
of disciplines accounting, legal, wealth management, business
consultants, etc, to work with business owners to design
and implement comprehensive Exit Plans.