Quick Guide to Protecting, Growing, and Exiting Your Business

Protecting

Am I Properly Protected?

Your income is the foundation of your lifestyle, and your business is a key part of it. What will happen if you or a key employee can't show up to work tomorrow?

Protection Strategies:

  • Life Insurance

  • Disability Insurance

  • Key Person Insurance

  • Business Overhead Expense

Growing

How do I grow?

When your business begins to experience growth it's time to take the next step. You may not be ready to exit, but it's time to protect your most valuable asset; your employees.

Growth Strategies:

  • Optimizing Cash Flow

  • Employee Retention

  • Group Benefits

  • Strategy to Build Assets

  • Debt Paydown

Exiting

How do I walk away?

There is 100% certainty you will leave your business. Since there is no rehearsal, proper planning is crucial to receive the full value of your hard work.

Exit Strategies:

  • Sell to Insider

  • Sell to Outsider

  • Walk Away

  • Keep Until Death