Exit Planning Process


Exit Planning Process

The Valuation Acceleration Process™ is a customized comprehensive approach to designing and implementing a business owner’s successful exit from his or her business. Exit Planning uses an owner’s unique personal objectives to change his or her current reality into the desired outcome. The Valuation Acceleration Process helps achieve the 5 stages of value maturity; Identify, Protect, Build, Harvest and Manage Wealth.


 

Did you know there are 7 ways to Exit your business? Do you know which best serves you?

  • To a strategic 3rd Party
  • To existing partners
  • Management Buy-out (Leveraged Buy-out)
  • Sale to your children
  • Sale to an ESOP
  • Recapitalization
  • Orderly Liquidation


To achieve a successful exit, you will need a road map.  Exit Planning is a process that helps owners decide where they want to go as well as how to get there.  Owners must assemble a team of trained and experienced advisors to guide them through choices and decisions as they work toward their exit goals.  Success depends upon a disciplined implementation and timetable keyed to an owner’s exit plan.

To achieve a successful exit, you will need a road map.  Exit Planning is a process that helps owners decide where they want to go as well as how to get there.  Owners must assemble a team of trained and experienced advisors to guide them through choices and decisions as they work toward their exit goals.  Success depends upon a disciplined implementation and timetable keyed to an owner’s exit plan.

 
Our Exit Planning system is a process, not a product.  We aren’t vested in promoting a particular goal.  Instead, we work to identify and to accomplish your goals. Our system works because it is a customizable process that takes you to the successful exit you desire.

How We Work

As trained Exit Planning Advisors: We work as part of an inter-disciplinary Team of Advisors.  We know that a successful exit is the product of trained, experienced professionals who work together to meet your Exit Planning goals. We create owner-centered Exit Plans based on your goals, objectives, and concerns.  Only after listening carefully to your answers on a number of questions do we begin to formulate your unique Exit Plan.

We are members of both the Exit Planning InstituteTM  and BEI Network of Exit Planning AdvisorsTM


Lou Fuoco is a registered CEPA.