Sun Exit Advisors
What is Exit Planning?
BUSINESS TRANSITION PLANNING
Sun Exit Advisors BUSINESS TRANSITION PLANNING
Are you ever awake at night, wondering: What is my business worth?
When do I want to stop working?
Will the proceeds from a transfer fund my retirement?
Does it make sense to turn things over to my children?
Who’s going to run things if something unexpected happens to me?
Sun Exit Advisors BUSINESS TRANSITION PLANNING
Common triggers that cause owners to leave their business: Burnout
Illness, or Death
Cash Flow Problems
Adverse Market Conditions
…Is This YOUR Exit Strategy?
Sun Exit Advisors BUSINESS TRANSITION PLANNING
1. Sell to an outside third party2. Transfer to a family member3. Sell to co-owner(s)4. Sell to key employee(s)5. Go public6. Liquidate
There may be 50 ways to leave your lover, but only 6 basic ways to leave your business:
What road are YOU on?
Sun Exit Advisors BUSINESS TRANSITION PLANNING
“Begin With The End in Mind”
Transition planning is a process, not a single event. It takes time for:
Building and sustaining value Strengthening the management
team Implementing tax-saving strategies Developing a gradual transfer process
Sun Exit Advisors
Personally
Financially
Operationally
We provide counsel and resources that support our clients’ Succession-Readiness:
“Good fortune is what happens when opportunity
meets with planning.” -Thomas Edison
Sun Exit Advisors BUSINESS TRANSITION PLANNING
A more predictable future
Value maximization
Higher likelihood of success
Peace of mind for them and their
family
We help Business Owners create a written exit strategy that can assure:
Sun Exit Advisors
We work with the Owner’s existing team of Advisors Transition Planning is a multifaceted
process
Diverse skills and experience are
necessaryA coordinated team approach minimizes
time and cost to the business owner
COMPREHENSIVE EXIT PLAN
TRANSACTION INTERMEDIARY
BUSINESS OWNER
Interdisciplinary Team
Sun Exit
Advisors
INSURANCE PROFESSIONAL
BUSINESS CONSULTANT
WEALTH MANAGER
BUSINESS APPRAISER
BUSINESS ATTORNEY
CPA
ESTATE ATTORNEY
Sun Exit Advisors
Key Planning Examples:
Increase profitability and company value
Improve delegation and productivity
Implement leadership development plans
Motivate and retain key employees
Ensure the company’s ongoing success—
independent of the owner
Sun Exit Advisors
…your exit may not be pretty.
If you avoid pre-transition planning…
Before heading for the door, talk to us. We’ll help you leave your business:
» When you want» To the successors you want» With the amount of cash you’ll
need
Sun Exit Advisors
Preparing business owners for one of the most significant events of
their lifetime…
The Transition From Their Business.
BUSINESS TRANSITION PLANNING
Sun Exit Advisors
Ted Thomas has enjoyed 30 years of experience as a business owner, consultant, real estate investor and transaction intermediary.
Ted has founded, built and transitioned from three successful service businesses. He has consulted small, mid-sized and Fortune companies, and has held executive positions within the financial services, manufacturing, and dot.com space.
Helping other entrepreneurs achieve their goals and objectives has Ted's impassioned commitment. His ownership background provides him the perspective and experience to assist fellow business owners leave a legacy that they deserve.
Sun Exit Advisors LLC8735 W. Higgins #160
Chicago, IL 60631
773.243.1603
www.sunexitadvisors.com
Ted ThomasManaging Partner