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Exit Planning & Value Building

Exit Planning does not necessarily mean that you are selling now, or in the next few years.   Exit planning is about continuing to build value along the way;  "It's just good business".   A well designed wealth management plan has to take into consideration the value of your business.  After all, in most cases, your business is your biggest asset.   As a Certified Exit Planning Advisor (CEPA),  Brian can help you determine if there is a "value gap" in your planning when determining alignment of your business, financial and personal goals.  A CEPA will help you: 

 •      Understand the value of their business, both tangible and intangible

•      Determine how ready and attractive their company is currently

•      Identify the owner’s three gaps (value, wealth, profit)

•      Identify the Range of Value of an owner’s company. What is it worth today and what is it potentially worth

•      Understand their exit options and how they apply to their company and exit goals

•      Better understand their personal vision and personal financial needs

•      Align their business, personal and financial goals 

•      Create, deliver and maintain 90-day action plans helping an owner de-risk their business and grow value

•      Bring the advisory team together, and the owner's internal team together, to work towards common goals and better collaboration 

At Jolles Financial, we believe that wealth management for business owners requires the integration of business, personal & financial planning into a dynamic Master Plan.  With over 35 years of working with small business owners, we have a unique set of skills to empower owners, professional partnerships and management teams to prepare for a successful exit strategy.   

What is your State of Readiness? 

What is your State of Readiness? 

Recent studies show that 51% of the current American business market is owned by Baby Boomers, who are set to transition over the next zero to ten years. Statistics also show that only 20 to 30% of businesses that go to market actually sell; leaving up to 80% of those without solid options to harvest their wealth and ensure economic continuity into the next generation. An owner who is “ready” with an attractive business greatly increases the odds that the business will survive a transition of hands. The question is, how ready are business owners?

Certified Exit Planning Advisor (CEPA) is issued by the Exit Planning Institute and is for individuals who want to effectively engage with business owners. This certification requires five years of relevant work experience and an Undergraduate degree from a qualifying institute. If the candidate does not have a qualifying degree, two years of relevant professional experience may be substituted for each year of required undergraduate studies.  Brian completed the rigorous MBA-style 5-day program that involved approximately one hundred hours of pre-course study, thirty hours of classroom instruction, and the successful completion of a 3-hour proctored exam.  He is required to complete 40 hours of continuing education every  three years to retain his CEPA.  ™.