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Selling a business is one of life’s most important events. It can mean the difference between the retirement life you’ve always dreamed of and settling into a less fulfilling lifestyle.
At Regal Wealth Advisors, exit planning for small business owners is an important part of our financial planning and wealth management services. Our primary goal is to ensure that small business owners are personally, financially and emotionally ready to move on to the next phase of their lives, even if their planned exit is still years away. It is to confirm that
We leverage the skills and knowledge of two Certified Exit Planning Advisors (CEPA), President and Founder Mike Zimmerman and Small Business Director John Packer, to help you increase the value of your most important investments. increase. Mike and John share decades of experience in wealth management and small business consulting, and are trained and certified by the Exit Planning Institute (EPI).
The approach we use to help business owners maximize the value of their business is based on EPI’s Value Acceleration methodology. It’s a proven process that puts small business owners in control of their own destinies. Below are some key features of this approach.
Value acceleration is the continuous pursuit of strategic value based on a prioritized action plan that serves as a roadmap to increasing business value.
Value Acceleration is also a continuous pursuit to narrow the value gap. The value gap is the difference between the actual value of your business and the potential value that can be achieved with value acceleration. In other words, value gap = (potential value – present value). The primary goal of value acceleration is to close the value gap and in the process, lead business owners to a fulfilling retirement.
As 80% of a company’s value is derived from intangible assets, our program focuses on increasing the value of a company’s intellectual capital.
Finally, research shows that an owner’s personal and financial readiness for exit impacts business value. Value Acceleration is a holistic approach that focuses on improving business performance, but uses personal and financial readiness scoring tools to calculate overall business value. Unless the owner is still personally and/or financially ready to exit, develop an action plan to improve these scores and increase business value.
Contact our office at 717-838-3178 to schedule an appointment to learn more about how our exit planning process can be both an important business strategy and an integral part of your life plan. Recommended. For more information, visit regal-wealth.com.
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