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Exit Planning Facilitation
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The Exit Planning Process  
     
 

Designing and implementing a roadmap for a successful transition requires experience. CoEfficient Consulting works with your own professional team of advisors (attorney, CPA, insurance agent, etc.) to utilize their special knowledge about your business and help you plan now to be able to sell when you want, to whom you want, at the price you need, with the lowest tax implications.

As a Member of the BEI Network Of Exit Planning Professionals™, CoEfficient Consulting has access to its publications as well as to on-going training and information about a variety of cutting edge Exit Planning techniques. We belong to a nationwide network of professionals in other disciplines experienced in the Exit Planning process.

What CoEfficient Consulting offers business owners:

  • No-cost initial consultations to explain how the Exit Planning Process works.
  • Access to state-of-the-art Exit Planning resources.
  • Relationships with professionals in other disciplines experienced in the Exit Planning process. We can help you to find the right advisors if you need them.
  • Seminars on a variety of Exit Planning topics.
  • A complete blueprint for an owner's exit plan success with clear Action List stating steps to be taken, due dates for each action and the name of the advisor responsible for its completion.
  • Facilitation of the process so that the owner’s time is focused and protected.
  • Security and privacy of all information and data.
  • Please contact me to schedule a free Exit Planning assessment.