1. SunExit Advisors Business Transition Planning What is Exit Planning?

3. When do I want to stop working?

4. Will the proceeds from a transfer fund my retirement?

5. Does it make sense to turn things over to my children?

7. Illness,orDeath

8. Cash Flow Problems

9. Adverse Market Conditions…Is This YOUR Exit Strategy?

10. There may be 50 ways to leave your lover, but only 6 basic ways to leave your business: Sell to an outside third party Transfer to a family member Sell to co-owner(s) Sell to key employee(s) Go public Liquidate What road are YOU on?

12. Strengthening the management team

13. Implementing tax-saving strategies

15. Financially

16. Operationally “Good fortune is what happens when opportunity meets with planning.” -Thomas Edison

18. Value maximization

19. Higher likelihood of success

21. Diverse skills and experience are necessary

24. Improve delegation and productivity

25. Implement leadership development plans

26. Motivate and retain key employees

27. Ensure the company’s ongoing success—independent of the owner

29. To the successors you want

31. SunExit Advisors Ted Thomas has enjoyed 30 years of experience as a business owner, consultant, real estate investor and transaction intermediary. Ted has founded, built and transitioned from three successful service businesses. He has consulted small, mid-sized and Fortune companies, and has held executive positions within the financial services, manufacturing, and dot.com space. Helping other entrepreneurs achieve their goals and objectives has Ted's impassioned commitment. His ownership background provides him the perspective and experience to assist fellowbusiness owners leave a legacy that they deserve. Ted Thomas Managing Partner Sun Exit Advisors LLC 8735 W. Higgins #160 Chicago, IL 60631 773.243.1603 www.sunexitadvisors.com