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Exit Your Business in Style ,[object Object],Honeycutt, Smith & Associates 4225 Executive Square Suite 955 La Jolla, CA 92037-9122 Phone San Diego: (858) 200-0900 Las Vegas: (702) 892-9911   Email info@honeycuttsmith.com  Website www.honeycuttsmith.com
[object Object],Why Exit Planning?
Business Owners  |  Exit Planning Basics ,[object Object],[object Object]
[object Object]
[object Object],[object Object]
[object Object]
Exit Planning helps business owners set, sort through, and pursue their exit objectives.   ,[object Object]
Exit Planning is a customized process of setting goals and deciding how best to achieve them. ,[object Object]
 
The Seven Step Exit Planning Process TM ,[object Object],Do you know your exact retirement goals and what it will take—in cash—to reach them?
The Seven Step Exit Planning Process TM Step 2 –   Quantify Business and Personal Financial Resources Do you know how much your business is worth today, in cash?
The Seven Step Exit Planning Process TM Step 3 –  Maximize and Protect Business Value Do you know the best way to maximize the income stream generated by your ownership interest?
The Seven Step Exit Planning Process TM Step 4 –  Ownership Transfer to Third Parties Do you know how to sell your business to a third party and pay the least possible taxes?
The Seven Step Exit Planning Process TM Step 5 –  Ownership Transfer to Insiders Do you know how to transfer your business to family members, co-owners, or employees while paying the least possible taxes and enjoying maximum financial security?
The Seven Step Exit Planning Process TM Step 6 –  Business Continuity Do you have a continuity plan for your business if the unexpected happens to you?
The Seven Step Exit Planning Process TM Step 7 –  Personal Wealth and Estate Planning Do you have a plan to secure financial independence for your family if the unexpected happens to you?
The Value To You
[object Object]
A Successful Exit Requires Planning  ,[object Object],[object Object]
FIVE STAR  Wealth Managers ,[object Object],[object Object],Survey recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. No fee is paid to be included in the research or on the final list. The overall evaluation score reflects an average of all respondents and may not be representative of any one client’s evaluation. The award is not indicative of the wealth manager’s future performance.
[object Object],[object Object],[object Object],[object Object],[object Object]

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Honeycutt, Smith & Associates - Exit Planning

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  • 3.
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  • 5.
  • 6.
  • 7.
  • 8.
  • 9.  
  • 10.
  • 11. The Seven Step Exit Planning Process TM Step 2 – Quantify Business and Personal Financial Resources Do you know how much your business is worth today, in cash?
  • 12. The Seven Step Exit Planning Process TM Step 3 – Maximize and Protect Business Value Do you know the best way to maximize the income stream generated by your ownership interest?
  • 13. The Seven Step Exit Planning Process TM Step 4 – Ownership Transfer to Third Parties Do you know how to sell your business to a third party and pay the least possible taxes?
  • 14. The Seven Step Exit Planning Process TM Step 5 – Ownership Transfer to Insiders Do you know how to transfer your business to family members, co-owners, or employees while paying the least possible taxes and enjoying maximum financial security?
  • 15. The Seven Step Exit Planning Process TM Step 6 – Business Continuity Do you have a continuity plan for your business if the unexpected happens to you?
  • 16. The Seven Step Exit Planning Process TM Step 7 – Personal Wealth and Estate Planning Do you have a plan to secure financial independence for your family if the unexpected happens to you?
  • 18.
  • 19.
  • 20.
  • 21.