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Exit Planning Opportunities for Business Advisors Michael F. Coyle, CBI Principal/Exit Planning Advisor, CenterPoint Business Advisors
Introduction ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Wiifm #1 ,[object Object],[object Object],[object Object]
Introducing Michael F. Coyle, CBI ,[object Object],[object Object],[object Object],[object Object],[object Object]
CenterPoint Business Advisors, Inc.  assists the owners of small to mid-sized businesses in planning for and executing the most important financial event of their lives...the inevitable exit from their business.
The Reality For Business Owners ,[object Object],[object Object],[object Object]
The Reality For Business Owners (2) ,[object Object],[object Object],Equities Real Estate Business
The Reality For Business Owners (3) ,[object Object],[object Object],"Paper or Plastic"
The Reality For Business Owners (4) ,[object Object],[object Object]
There Are Only 4 Places Our Client’s Money Can Go ,[object Object]
Typical Business Owner Concerns ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Wiifm # 2 ,[object Object]
The Concept of Exit Planning From The Endless Focused Work in Building a Business…
... To Your Clients Achieving Their Life’s Next Goals:
Takes A Cohesive Team Approach ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Wiifm #3 ,[object Object]
Ingredients of a Successful Exit ,[object Object],[object Object],[object Object],[object Object],[object Object]
The Exit Planning Process
Step One: Identify Exit Objectives ,[object Object]
Step One: Identify Exit Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step One: Identify Exit Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object]
Wiifm #4 ,[object Object]
Step One: Identify Exit Objectives ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step Two: Quantify Business and Personal    Financial Resources ,[object Object]
Business Value ,[object Object],[object Object],[object Object],[object Object]
Step Three: Maximize and Protect Business Value ,[object Object]
Step Three: Maximize and Protect Business Value ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step Three: Maximize and Protect Business Value ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step Four: Ownership Transfer to Third Parties ,[object Object]
Step Four: Ownership Transfer to Third Parties ,[object Object],[object Object],[object Object],[object Object],[object Object]
Step Four: Ownership Transfer to Third Parties ,[object Object],[object Object],[object Object],[object Object],[object Object]
Step Four: Ownership Transfer to Third Parties ,[object Object],[object Object],[object Object],[object Object]
Step Five: Ownership Transfer to Insiders ,[object Object]
Step Five: Ownership Transfer to Insiders ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Step Six: Business Continuity Planning ,[object Object]
Wiifm #5 ,[object Object]
Step Six: Business Continuity Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Wiifm #6 ,[object Object]
Step Seven: Personal Wealth and Estate Planning ,[object Object]
Step Seven: Personal Wealth and Estate Planning ,[object Object],[object Object],[object Object],[object Object]
Wiifm #7 ,[object Object]
The Exit Planning Process
The vast majority of owners are unaware there is a specific planning and implementation process that can help ensure they achieve their objectives. Most business owners spend more time planning a family vacation than how to exit from their business. This is not due to a lack of desire or intelligence.  It is simply because they don’t know how or where to begin.
Wiifm #8 ,[object Object]
How Much Does this Cost? ,[object Object],[object Object],[object Object],[object Object],[object Object]
Exit Planning Timeline
Perfect Prospect Profile ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Wiifm Summary ,[object Object],[object Object],[object Object],[object Object]
Wiifm Summary (2) ,[object Object],[object Object],[object Object],[object Object]
Ways to get started with Exit Planning ,[object Object],[object Object],[object Object],[object Object]
Ways to get started with CenterPoint(2) ,[object Object],[object Object],[object Object],[object Object]
What are Your Big Ideas? A must read reference guide for today’s Professional that will be assisting their client’s in Exit Planning

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Exit Planning Opportunities for Advisors

  • 1. Exit Planning Opportunities for Business Advisors Michael F. Coyle, CBI Principal/Exit Planning Advisor, CenterPoint Business Advisors
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  • 5. CenterPoint Business Advisors, Inc. assists the owners of small to mid-sized businesses in planning for and executing the most important financial event of their lives...the inevitable exit from their business.
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  • 13. The Concept of Exit Planning From The Endless Focused Work in Building a Business…
  • 14. ... To Your Clients Achieving Their Life’s Next Goals:
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  • 18. The Exit Planning Process
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  • 42. The Exit Planning Process
  • 43. The vast majority of owners are unaware there is a specific planning and implementation process that can help ensure they achieve their objectives. Most business owners spend more time planning a family vacation than how to exit from their business. This is not due to a lack of desire or intelligence. It is simply because they don’t know how or where to begin.
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  • 52. What are Your Big Ideas? A must read reference guide for today’s Professional that will be assisting their client’s in Exit Planning

Notas do Editor

  1. Introduction designed to demonstrate credibility. In MFC’s case he can demonstrate that he has experience working in both arenas and mention some of the experience he has had in trying to sell businesses in an envrionment is not designed to do so.