Exec Briefing Component 1 Hour 2008+

The Exit Planning Executive Briefing Presented by Tom Doncaster, CLU, CWM Member of Business Enterprise Institute’s Network Of Exit Planning Professionals™

The Executive Briefing for Business Owners ,[object Object],[object Object],[object Object]

Ingredients of a Successful Exit ,[object Object],[object Object],[object Object],[object Object],[object Object]

The Seven Step Exit Planning Process™ ,[object Object],Step 2 – Quantify Business and Personal Financial Resources Step 3 – Maximize and Protect Business Value Step 4 – Ownership Transfer to Third Parties Step 5 – Ownership Transfer to Insiders Step 6 – Business Continuity Step 7 – Personal Wealth and Estate Planning

[object Object],[object Object],Step One: Identify Exit Objectives

Step One: Identify Exit Objectives ,[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],[object Object],[object Object],[object Object],[object Object]

Step One: Identify Exit Objectives ,[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]

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],[object Object],[object Object],[object Object],[object Object],Step One: Identify Exit Objectives

[object Object],Step Two: Quantify Business and Personal Financial Resources

Business Value ,[object Object],[object Object],[object Object],[object Object]

Business Value ,[object Object],[object Object],[object Object],[object Object],[object Object]

Business Value ,[object Object],[object Object]

Case Study: Golf Unlimited, Inc. ,[object Object],Fair Market Value = $1,000,000 Cash Flow = $1,700,000 Buyer Available Cash Flow $1,700,000 Income Tax Payment - $700,000 Total for Purchase $1,000,000 Seller Buyer’s Purchase $1,000,000 Capital Gains Tax - $200,000 Payment for Business $800,000

Case Study: Golf Unlimited, Inc. ,[object Object],Seller $300,000 Cash Flow $835,000 Capital Gains Tax - $60,000 Income Tax -$275,000 Payment for Business $800,000 Fair Market Value = $300,000 Buyer Cash Flow $450,000 Income Tax - $150,000 $300,000

Case Study: Golf Unlimited, Inc. ,[object Object],MAXIMIZE Value Sale for $1,000,000 Required Cash Flow $1,700,000 MINIMIZE Value Sale for $300,000 Required Cash Flow $450,000 Deductible Cash from Biz $835,000 Total Cash Flow Needed $1,285,000

[object Object],Step Three: Maximize and Protect Business Value

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

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],- 2005 Business Reference Guide by Tom West

[object Object],Step Five: Ownership Transfer to Insiders

Step Five: Ownership Transfer to Insiders ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

[object Object],[object Object],[object Object],[object Object],Step Five: Ownership Transfer to Insiders

[object Object],Fair Market Value = $1,000,000 Annual Cash Flow = $250,000 Buyer Cash for purchase Seller $800,000 Net of Taxes Timing: NOW Step Five: Ownership Transfer to Insiders

[object Object],Fair Market Value = $1,000,000 Cash Flow = $250,000 Employee Cash flow from business $250,000 - $150,000 (net of taxes) Cash to Seller $120,000 (net of taxes) Owner $800,000 Net of Taxes Timing: 7 – 9 years Step Five: Ownership Transfer to Insiders

[object Object],Fair Market Value = $1,000,000 Cash Flow = $250,000 Owner Cash flow from business $250,000 ( $150,000 net of taxes) to owner Seller/ Owner $800,000 Net of Taxes Timing: 5 years Step Five: Ownership Transfer to Insiders

[object Object],Fair Market Value = $500,000 - $1,000,000 Cash Flow = $250,000 Step Five: Ownership Transfer to Insiders Seller $50,000 After Taxes $150,000 After 3 Years Employee 40% of Stock sold to Employee for $200,000 ($100,000 of cash flow per year to Employee) Seller $106,667 After Taxes $320,000 After 3 Years Owner Cash flow from business $150,000 per year

[object Object],Fair Market Value = $500,000 -$1,000,000 Cash Flow = $250,000 Timing: 3 years Seller $470,000 Net of Taxes Employee 60% of Stock sold to Employee for $600,000 Total $950,000 After 3 Years Step Five: Ownership Transfer to Insiders

[object Object],Fair Market Value = $5,000,000 - $10,000,000 Cash Flow = $2,500,000 Step Five: Ownership Transfer to Insiders Seller $500,000 After Taxes $1,500,000 After 3 Years Employee 40% of Stock sold to Employee for $2,000,000 ($1,000,000 of cash flow per year to Employee) Seller $900,000 After Taxes $2,700,000 After 3 Years Owner Cash flow from business $1,500,000 per year

[object Object],Fair Market Value = $5,000,000 -$10,000,000 Cash Flow = $2,500,000 Timing: 3 years Seller $4,800,000 Net of Taxes Employee 60% of Stock sold to Employee for $6,000,000 Total $9,000,000 After 3 Years Step Five: Ownership Transfer to Insiders

[object Object],Step Six: Business Continuity Planning

Step Six: Business Continuity Planning ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

[object Object],[object Object],Step Seven: Personal Wealth and Estate Planning

Step Seven: Personal Wealth and Estate Planning ,[object Object],[object Object],[object Object],[object Object]

The Exit Planning Executive Briefing At some point, every owner leaves his or her business - voluntarily or otherwise. At that time, every owner wants to receive the maximum amount of money in order to accomplish personal, financial, income and estate planning goals. Registered Representative offering securities and advisory services through Independent Financial Group, LLC, a registered broker-dealer and Investment Advisor. Member FINRA and SIPC. Doncaster Insurance and Financial Services, Inc and Independent Financial Group, LLC are unafilliated.

Exec Briefing Component 1 Hour 2008+

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