Exit Planning


Exit Planning & The Master Plan    
Simply Good Business Strategy

The Certified Exit Planning Advisor (CEPA) is the oldest and most respected credentials in the growing field of the Exit Planning.

TFG is one of the few professional service firms in the Country with the prestigious CEPA designation. By engaging in a New Financial Dialogue with businesses and their owners, our team will help them Identify, Protect, Build, Harvest and Manage business wealth.

So What is Exit Planning?
Exit Planning combines the plan, concept, effort and process into a clear, simple strategy to build a business that is transferable through strong human, structural, customer and social capital. The future of you, your family, and your business are addressed by exit planning through creating value today.

It is inevitable, you will exit your business sooner or later. Exit planning can be complicated. Why not prepare now?

Did You Know?
  • 50% of all and 67% of baby boomer business owners hope to exit their companies within the next 5 years. 
  • 80% of All business owners have 90% of their net worth tied up in their business
  • 83% of business owners have no plan.
  • There are many tools available to help individuals get into business, but, unfortunately, there are few that help them get out. That is where we can help. 

Challenges facing business owners:
  • 75% of business owner that sold, regret it later, because they did not plan properly.
  • Business owners are leaving too much $ on the table because they are focused on income generation; not focusing on enterprise value.
  • 70%-80% of business put on the market don’t sell.
  • 50% of businesses do not survive the death of their owner. Be wary of the “5 D’s”
    • Death
    • Disability
    • Divorce
    • Distress
    • Disagreement

The Solution:
  • Build, Harvest and Preserve Wealth: Focus on implementing a business strategy that integrates your business, financial and personal objectives into one Master Plan and build, harvest and preserve wealth.
  • Transferability: Value is about the ability to Transfer
  • Common Framework: Implement and Exit Planning Process that focuses on value growth and aligning business, personal and financial goals.
How We Can Help
To help you create your Exit Plan, we coordinate your advisors and implement your Plan based on your timetable.  As Members of BEI Network of Exit Planning Advisors TM we know how to guide you to your successful exit.  Using a systematic exit planning process developed over the last 25 years, you ultimate decide:
  • When to leave your business,
  • To whom to sell or transfer your business to,
  • The amount of cash you need when you exit, and
  • All while remaining in complete control.

Read More about our Exit Planning Process here.

Contact Lou Fuoco today to discuss your Exit Planning objectives; 561-209-1101.