The problem which business owners have faced in the past is that it is very difficult to find professional advice or a professional approach which touches on all of the steps and considerations which need to be dealt with to plan an owner’s exit. 

As a result, business owners tend to take uncoordinated action over the course of several years, perhaps based on the isolated advice of differing advisors who are comfortable only with their specific, relatively narrow field of expertise.  Perhaps your CPA has talked about some tax planning.  Maybe your corporate attorney has talked about a buy-sell agreement to deal with certain contingencies.  Perhaps your financial planner has talked about your retirement goals.  Perhaps your insurance advisor has sold you some life insurance policies that you are not sure anymore what they really cover.  Perhaps your estate planning attorney has talked about a “succession plan.”  Perhaps you received an unsolicited letter in the mail (and most likely, many such letters) from a business broker, claiming how he or she can sell your business (typically based only on the knowledge that your name came up on a mailing list that the broker uses).

The result of all of these isolated, uncoordinated efforts between you and your advisors is that you have started and stopped, and probably started and stopped several times since, in attempting to think through some plan for your exit.  The most likely result is that you now have a “financial junk drawer” and have become frustrated with the process because you instinctively know that you have not solved the Exit Factor.

The Need For Exit “Outpatient Care”
A large reason for these unsatisfactory results amongst the efforts of business owners is because planning for an exit is outside the expertise for most business owners, and it is something that most professional advisors only deal with one or two facets of.  

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• A National Program for Business Owners and Their Advisors

• Utilizes proven Transition Planning strategies, tools and actions

• Assists Business Owners in transitioning from their businesses in the lifestyle they wish

• Using 12 Building Blocks - To Overcome The 12 Reasons For Failure

• Available to Business Owners and Their Advisors
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By and large, most professional organizations still fail to address the full range of business owner exit planning needs.  The Bar Association is still teaching courses isolating on simply “succession planning” or “estate planning” for business owners. 

The Society of CPAs is still teaching courses just on succession tax strategies, and most insurance and financial advisors attend programs dealing simply with how to place financial products.  The result is a general lack of Transition Growth Planning service to business owners.

The Next Step Transition Growth Plan

This is why we’ve developed The Next Step for Business Owners Transition Growth System.  This System enables you to walk through the specific steps we’ve developed to enable you to produce your own personal Transition Growth Plan.