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Exit Planning

Exit Planning Services

CTBK’s Trusted Advisors understand that planning the exit strategy for your business is not just a financial transaction, rather it is a monumental project that requires careful consideration, strategic planning, and expert guidance.

In addition to having built our business around closely-held family-owned middle market companies and supporting our clients through all of the nuances of strategic planning, we have two Certified Exit Planning Advisors (CEPAs) to enhance our ability to help our clients.

  • Long term strategic objectives
  • Understand the value of their company while understanding while developing a long term plan
  • Partner with all advisors a company may have to take them from point a to point b – depending on what their strategic objective is

No Transition Plan

Even though 76% of business owners plan to transition in the next 10 years, 83% of business owners either don’t have a transition plan or have not documented or communicated a plan

No Strategic Plan

81% of business owners have no strategic plan, yet 67% expect to make strategic decision regarding the company as part of their exit plan

Low Sale Success

30%-40% of business listed for sale actually ever sell (60-70% don’t)

Managing for Value

Behind every business lies a goal.

After all, a goal is the seed planted that grows a business. Once the business is established, don’t lose sight of the initial goal by chasing others that may have branched off from it. Dig those roots in deep.

Managing For Value (MFV) is a proven method that guides and tracks a company’s strategic goals and assists leadership in managing and enhancing the overall value. Whether this method can be used to smooth out upcoming transitions in the company’s plan or get it ready for a sale, MFV has been established to assist owners in meeting all business and personal goals.

  • Updated long-term goals and objectives
  • Action steps proposal
  • Historical trends
  • Annual summary report with estimated company value, trends, and action plan

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