The Seven Step Exit Planning Process™
Business Enterprise Institute, Inc. has developed a systematic approach to planning an owner's successful exit: The Seven Step Exit Planning Process™.
In creating a plan for an owner's successful business exit, there are numerous issues to consider. BEI's Seven Step Exit Planning Process™ is owner-centric
and depends on the expertise of advisors from a variety of disciplines.
To learn more about the role of the attorney, accountant, business consultant, and financial planner/insurance professional through each step, please follow the
links below.
Step 1 - Identify Owner Ojectives
Step 2 - Quantify Business and Personal Financial Resources
Step 3 - Maximizing and Protecting Business Value
Step 4 - Ownership Transfers to Third Parties
Step 5 - Ownership Transfers to Insiders
Step 6 - Business Continuity
Step 7 - Personal Wealth and Estate Planning
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"Exit Planning has given us the opportunity to discuss a business owner's total
situation as he or she prepares to leave their business. Knowing their personal and professional
situation allows us to craft solutions that fit their needs much better than we could before we
started using the Seven Step Exit Planning Process™."
— Thomas M. Chiappetti,
F.S.A., President and Consulting Actuary
Thomas More Group, Consulting Actuaries
Mequon, WI |
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Business Enterprise Institute, Inc. • 741 Corporate Circle, Suite J • Golden, CO 80401 • Phone: 303-321-2242 • Toll-free: 888-206-3009
© 2004-2008 Business Enterprise Institute, Inc.
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