Business Transition

Amazingly, 78 percent of business owners plan to fund 60 – 100 percent of their retirement needs by selling their business. Yet fewer than 30 percent actually have a succession plan¹. You need a plan to exit on your terms, not someone else’s. Let Benexit help take you from where you are now to where you want to be. Maximize, protect, and transfer business value.

Our primary goal in business exit planning is to help you mentally and fiscally prepare for the transfer of your business. We start this process by helping you evaluate your business: its current value, employees, infrastructure and performance.

Many business owners have created a job for themselves and not a business that can be sold. Obtaining maximum value for your business is more than just growing revenues. Business valuation also looks at your business infrastructure and process, the diversification of your client base, cash flow, how much drag there is between your top line and your bottom line, longevity of staff, if you have a solid succession plan in the event you become incapacitated before you exit, etc. Benexit will help you realistically view your business and help you set a path to increase its value.

Because much of your personal wealth is tied up in your business, it is our starting point from which all other activities ensue. Having a realistic value of your business helps lay the foundation for targeted business growth, value preservation, and transfer options. Our systematic, coordinated six-stage process helps you maximize business value.

Exiting your business for its potential value takes time. Benexit is the team leader with the patience and focus to see it through to your desired outcome.

¹ Loannou, Lori. “Small biz owners ignoring succession advice: Poll”. CNBC.com. CNBC LLC. 13 April 2015. Web. 20 Aug. 2015.

To learn more about how we help you with business exit planning, please call:
Idaho 208.846.9665 \ Oregon 503.342.4326 \ Washington 206.418.6348
or email [email protected]. All conversations are strictly confidential.

OUR DIFFERENCE

Knowing what matters

Deciding how to construct executive and key employee benefits that are competitive, cost effective, and driving value within in the organization often leads to decision paralysis. Benexit helps clarify what matters and constructs platforms to launch futures.

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YOUR FUTURE IS NOW

Don't put off tomorrow

Owners and Executives often run headlong toward retirement with the bulk of their net worth tied up in their businesses not knowing how to unlock it. Benexit helps owners forge the keys to extended independence.

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