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is your client\'s business exit readiness presentation 2011

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Next Level Business Planning Succession Planning Exit Planning Exit Readiness Business Coaching

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Details the benefits of running and exit ready business

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  • 1.
    • Next Level Business Planning
  • Succession Planning
  • Exit Planning
  • Exit Readiness
  • Business Coaching

2. About Our Principal

  • Graduate Eastern Michigan University
  • David Saxe is a Chartered Accountant
  • Interned with Deloitte Touche
  • Has been self employed since 1971
  • Cable Television Industry for 28 years
  • As a regulatory & financial consultant
  • Helped clients buy & sell cable systems

3. What We Do

  • Exit Planning
  • Value Enhancement
  • Business Coaching
  • MAUS Accredited
  • We work with you and Partner
  • your clients

4. Exit Planning -NOT Planning your exit from the parking lotafter a Heat basketball game. 5. Rental Property 6. Exit Planning Basic Principle

  • Price & Desirability of a Business are a function of:
  • Profitability
  • Trend of those profits
  • Certainty of the profits being achieved
  • Longevity of those profits
  • Transferability of the business

7. The Exit Plan

  • Only two ways to dispose of a business
      • Voluntarily With Control
        • Sale
        • Management buyout
        • Family transfer
        • IPO
      • Involunarily No Control
        • Bankruptcy
        • No buyers
        • Creditors take over
        • Close the doors

8. Unpredictable Events That Could Lead to Involuntary Loss of Business

  • Compounded by the 4 Ds
    • D eath
    • D isability
    • D ivorce
    • D istress
  • These ContingenciesCAN be planned for!!

9. What is the Opportunity

  • Baby Boomers are reaching retirement
  • Successful Entrepreneurs ready to sell
  • 40% of Business Owners plan to sell their business within thenext 5 years

10. Law of Supply & Demand

  • There will be acrowded marketplace
  • Your clients business muststand out

11. Dont Let Your Client SellA Fixer Upper 12. The Case FOR Exit Planning

  • 75% of Business Owners DO NOT have anExit Plan
  • Many Senior Family Shareholders have NOT done anyEstate Planning
  • Its never too early to create the Exit Plan
  • Lack of an Exit Plan is the main ingredient for disaster
  • Businesses just arent prepared to Exit

13. What is Exit Planning?

  • Exit Planning is anIntegrated Approach
  • Designed to Help address all of the
    • Business - Personal
    • Legal - Financial
    • Tax - Insurance
  • Issues involvingYOUR clients business

14. Why Dont Business OwnersHave an Exit Plan?

  • Confidentiality
      • Who can I trust
  • Disclosure
      • Dont want others to know Im considering an exit
  • Timing
      • Im not looking to exit anytime soon
  • Too Busy
      • I dont have time to plan my future right now
    • The relativeattractivenessof your business to an end user.
    • Thereadinesslevel of your systems and documentation to be open to scrutiny by a potential buyer.

15. Why is there no Urgency

  • Lack of Awareness
  • Need for Education
  • They are Intangible Benefits
  • Confidential/Private Subject

16. How Do We Inspire Clients to Change?

  • Educational Seminars
  • Breakfast Series
  • Team up With an Exit Planning Firm
  • Direct Communication with Client
  • Offer an Exit Readiness Assessment

17. How Ready Is Your Client? The First Step

  • Business Health Check
  • Exit Readiness Assessment

18. Exit Readiness Index Pinpoints the Weak Areas 19. Questions That Need to be Answered 20. Questions That Need to be Answered 21. Building The Team 22. The Importance of the CPA Firm

  • CPAs are the mosttrusted advisors
  • You know your clients best
  • Your objective is to best serve your client

23. Benefits of the Exit Plan

  • Profits Will be Improved
  • Business Value Is Maximized
  • MoreLeisure timefor the owner
  • Business IsReady To Sell at any time
  • Confident Target SalesPrice Can BeAchieved

24. Maximum Value

  • Profitability
  • +
  • Sustainability
  • +
  • Transferability

25. The Objective A business that isREADYfor sale is A business that theSELLER WOULD BUY 26. Ensure Your Clients Business is:

  • Built to Last For Decades
  • Ready to Sell Tomorrow

27. Remember The Fixer Upper? 28. Sell For Maximum Value 29. A Successful Exit

  • Maximizes net salesproceeds
  • Provides desiredretirement i ncome
  • Implementsestate planningstrategies
  • Assets and family areprotected
  • Ability toenjoy lifeafter sale

30. This man has an Exit Plan 31. Dont Delay 32. Next Level Business Planning

  • Your Exit Planning Specialist
  • [email_address]
  • 561-997-1229
  • www.nextlevelbusinessplanning.com

I-195 Exit Renumbering · 2019-12-17 · 95 3 6 3 24 128 140 146 295 2 25 EXIT OLD EXIT 1 1 EXIT OLD EXIT 8 14 EXIT OLD EXIT 22B 40 EXIT OLD EXIT 15 26 195. Old Exit New Exit Street/Route

Toronto Shelter Standards · limited to exit interviews, discharge surveys, one-on-one interviews, client surveys, client focus groups and/or residents’ meetings. (b) Shelter providers

Firewall Support of Skinny Client Control Protocol · Router(config-sec-zone-pair)#exit Router(config)#interfacegigabitethernet0/0/0 Router(config-if)#zone-membersecurityzone1 Router(config-if)#exit

A Precontemplation Stage Tool - Monarch System to Change Readiness Ruler We show the client the Confidence (ability) readiness ruler & ask: On a scale of 1 to 10, how confident are

iSeries: Client Management Support APIspublic.dhe.ibm.com/systems/power/docs/systemi/v5r3/en_US/cms.pdf · APIs The Client Management Support APIs and the related exit programs are

CLIENT EXIT STRATEGIES AND THEIR IMPACT ON … CPA Leadership Webinar . October 21, 2011 . Presented by: Chris Mellen . Delphi Valuation Advisors, Inc. CLIENT EXIT STRATEGIES AND THEIR

How to Maximize Your Company Value Prior to Exit · Evaluation of your company’s exit readiness and creation of a roadmap to ensure the ideal exit strategies can be put in place

ENGAGE Your Students! ENGAGE Your Students! April Hansen ACT Client Relations In College and Career Readiness

€¦  · Web view2021. 3. 2. · Navigate to the Entry/Exit Tab, and add a new entry/exit for the “Coordinated Entry NY-505” provider on the date the client was assessed. Select

detroit City School District - Michigan · Exit 16 Exit 225 Exit 59 Exit 15 Exit 224B Exit 58 Exit 224 Exit 14 Exit 223 Exit 57 Exit 222B Exit 222A Exit 13 Exit 56 Exit 222 Exit 222

ITaC Clearing Member Workshop - JSE ITaC... · July 2017 • Client readiness is being tracked including Clearing software provider readiness (and when ready, Clearing Members) are

detroit City School District - Michigan€¦ · Exit 16 Exit 225 Exit 59 Exit 15 Exit 224B Exit 58 Exit 224 Exit 14 Exit 223 Exit 57 Exit 222B Exit 222A Exit 13 Exit 56 Exit 222 Exit

9ine Consulting GDPR School Readiness Tracker v1 · 9ine Consulting GDPR School Readiness Tracker v1.5 Client Client Commission Reference IMPORTANT GUIDANCE NOTES The 9ine GDPR Readiness

SO I LP AREN TM - UConn CT ECOcteco.uconn.edu/maps/town/SoilParentMat/SoilParent... · Exit 42 Exit 29A Exit l55 Exite 5A Exit r56 Exit l40 Exit 32B Exit 90 Exit 31 Exitt 59 Exit

NOR TH AMERICA Client Success - Jamieson Group · Organisational Readiness - Operational Effectiveness - Business Alignment - Sustainable Change PERFORMANCE - LEADERSHIP - PRODUCTIVITY

Assessing Client Profile Evaluating Client Satisfaction Through Exit Interviews MSIGlobal

Exit Readiness For Seminars Nov09

Floor plan - Techno Ind · fire exit fire exit fire exit fire exit fire exit fire exit fire exit fire exit entry service entry exit 18.00 24.00 18.00 service entry 1 14x4 a innova-tive

Exit Planning - Maximizing Value Through Pre-Transaction Readiness

Exit Readiness to Maximize Enterprise Value

IBM Systems - iSeries: Client Management Support APIspublic.dhe.ibm.com/systems/power/docs/systemi/v5r4/en_US/cms.pdf · APIs The Client Management Support APIs and the related exit

Project Title Client exit interviews Outlet Screening ......like your agreement to conduct exit interviews with clients leaving your facility. An exit interview is a short interview

Exit Readiness Presentation For Accountants

Gemini and NTS Exit Reform API Usage Guidelines · Gemini / NTS Exit Reform authenticates the user credentials supplied by the API client and, if successful, returns a session cookie

M TRIANGLE EXPRESSWAY TOLL S HEDULE Exit 66 - NC … · triangle expressway toll s hedule exit 2 exit 3 exit 66 exit 69 exit 62 exit 59 exit 57 exit 56 exit 54 tolls are 35% less

Customer Satisfaction Survey and Client Exit Monitoring Survey

Sample Client Exit & Transitional Plan - MAUS · Your target personal assets at the time of exit. Note this excludes non income generating assets such as the family home. Personal

THE EFFECTS OF THERAPEUTIC ALLIANCE AND CLIENT READINESS

© 2014 Exit Planning Institute The Exit Planning Process Overview of The Exit Planning Process Assessing transition Readiness

EU Exit Operational Readiness Guidance - NHSBSA · EU Exit Operational Readiness Guidance 3 Purpose The EU Exit Operational Readiness Guidance, developed and agreed with NHS England

LLOC'L EXIT O O EXIT South Meeting EXIT TAXI EXIT …admin.taiwan.net.tw/tsc/Download/terminal_2.pdf · LLOC'L EXIT O O EXIT South Meeting EXIT TAXI EXIT O ATM Chargi ng Station O

SEGWAY - ExpoCADsegway taste of travel travel stage 902 903 door roll-up door hall 'c' roll-up exit exit exit exit exit exit exit exit exit exit. created date: 2/18/2016 10:33:03 am

MACOMB COUNTY SCHOOL DISTRICTSrichmond.ss7.sharpschool.com/UserFiles/Servers/Server...Exit 236 Exit 235 Exit 69 Exit S234 ExitE 65 Exit 23 Exit 231 Exit 230 Exit 63 Exit 229/28 Exit

Kentwood Public Schools - Michigan · Exit 79 Exit 81 Exit 43 Exit 44 Exit 80 Exit 78 Exit 15 Exit 77/8 Exit 75 Exit 11 Cascade Township Caledonia Township Byron Township Gaines Township

Exit #17 - ExpoCAD · exit #5 exit #7 exit #9 exit #11 exit #13 exit #15 exit #17 exit #19 exit #4 exit #6 exit #8 exit #10 exit #12 exit #14 exit #16 exit #18 exits pers pers moscone