Exiting Your Business, Protecting Your Wealth

“Every business owner and entrepreneur needs to read this book and then follow it’s directives to the letter. Absolutely essential!”
Michael E. Gerber
Author of the E-Myth books &
CEO, Chief Dreamer Enterprises

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Exiting Your Business, Protecting Your Wealth

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Exiting Your Business, Protecting Your Wealth:
A Strategic Guide for Owners and Their Advisors

Step-by-Step guidance for business owners and their advisors on
how to create a successful business exit strategy plan

Exiting Your Business, Protecting Your WealthExiting a business is one of the most important financial and emotional challenges that a business owner will face in their lifetime. Despite this simple fact, there are few comprehensive guides to business owners, or their advisors, to achieve this goal.

An Exit Strategy Plan is a critical component for every business plan.

For the Baby Boomer business owners, exit strategy planning is
critical for retirement and for protecting their illiquid wealth.

“The majority of boomer wealth is held in 12 million privately owned businesses, of which more than 70% are expected to change hands in the next 10-15 years.”

- Robert Avery, Cornell University, February 2006

Exiting Your Business, Protecting Your Wealth is for business owners who want to transfer and/or protect their illiquid business wealth. Whether you intend to sell your business to an outside party or if you want to transfer ownership to managers, employees, family, or charities, an exit strategy plan is needed. There are many tools and service providers to guide the start and growth of a business. However, very few resources exist to design an exit. Exiting Your Business, Protecting Your Wealth offers a proven system for business owners who have the need to leave or transfer their businesses.

If the business owner can answer what it is they want most from their business exit, then there are a number of ways to go about achieving it and that does not solely meaning that the business must be sold. In fact, there are dozens of ways to transfer shares of a privately held business that help protect the business owner’s wealth and achieve their goals.

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Michael E. Gerber

“Every business owner and entrepreneur needs to read this book and then follow it’s directives to the letter. Absolutely essential!”

   — Michael E. Gerber
   Author of the E-Myth books &
    CEO, Chief Dreamer Enterprises

Rob Slee

“The marketplace of privately held businesses and the advisors who serve them has been waiting for and is very much in need of a book like Exiting Your Business, Protecting Your Wealth. This guide for owners and advisors illustrates how illiquid wealth that is trapped inside of a private business can be liberated and used to meet an exiting owner’s personal goals. With literally millions of Baby Boomer business owners facing the challenging task of transitioning out of their businesses, Leonetti has developed a constructed blueprint that can benefit virtually any private company owner who is looking for a solution to their business exit.”

   — Rob Slee
   Private markets guru and author of
   Private Capital Markets

Bruce R. Wright

“A priceless gem full of timeless wisdom and accurate insights. This book will help you and your advisors to achieve a more effective and graceful exit from your business. I highly recommend that you and your advisors follow John’s counsel. Doing so can dramatically improve your outcome.”

   — Bruce R. Wright
   Author of The Wright Exit Strategy: Wealth How to
   Create It, Keep It and Use It
   Inventor of Macro Strategic Planning®

> Download the Table of Contents

Pinnacle’s 6-Step Process

This book follows a process that guides you through a step-by-step approach to designing your business exit strategy plan. Exiting owners can design the plan that best meets their goals once they follow these 6 steps below.

This book is divided into 3 sections which follow this 6 Step Process:

Part I: Preparing For Your Exit: Chapters 1-4
Part II: Knowing Your Options: Chapters 5-10
Part III: Planning Your Exit, Protecting Your Wealth: Chapters 11-15

Pinnacle's 6-Step Process


Step 1: Establish Your Exit Goals

The process for setting an exit strategy plan begins with your goals. However, it is equally important to know where you currently are. There are both financial and mental obstacles that need to be examined to design your optimal exit.

Step 2: Personal Readiness to Exit

Financial Readiness

If you are like most business owners today, you are depending upon the proceeds from your exit to satisfy your lifestyle after leaving the business. You need to know the amount of investable assets that will satisfy your financial goals. This book will help you forecast your pre and post-exit expenses and measure your personal lifestyle to score your financial readiness as either High or Low.

Mental Readiness

You need to know what the business really means to you – personally - and what you are going to do with your time after the business exit. The key indicator of this mental readiness is usually how involved you are in the day-to-day operations of the business.

Are you really ready to leave your business? You will rank this readiness as either High or Low.

Step 3: Identify the Type of Exiting Owner You Most Resemble

There are four general types of exiting owners. Your financial readiness and your mental readiness will tell you what type of exiting owner you most resemble. This examination then leads you towards identifying the exit options that are most likely suitable for you to begin to build your exit strategy plan.


Step 4: Learn and Choose Your Optimal Exit Option

A complete exit strategy plan will examine all exit options available to determine which one is the best fit for helping you achieve your overall goals. This may include:

1. A sale of the business to an outside party
2. A Private Equity Group Recapitalization
3. An Employee Stock Ownership Plan
4. Management Buyout
5. A gifting program

or any combination of these or other options. The book explains each of these exit options and illustrates them through case studies.

Step 5: Understanding the Value of the Option You Choose

Each exit option has a different value associated with it. For example, an internal transfer to an Employee Stock Ownership Plan is measured at Fair Market Value, while a sale to an outside party is measured at Market, or Synergy Value.

In order to examine the outcome from analyzing each of the options, you need to know something about the “Range of Values” that exists for your privately-held business. You will learn the valuation that is relevant to each exit option and what tools can be used to figure out the net result that will be achieved from each exit.


Step 6: Execute Your Exit Strategy Plan to Achieve Your Exit Goals and to Protect Your Illiquid Business Wealth

Execution of your Exit Strategy Plan will include coordination and planning involving deal structuring, taxes, estate planning, legal agreements, and much more.

Being sure that you have a competent and professional advisory team in place is essential for a smooth and successful exit. This book discusses all of these technical issues as well as provides guidance for you to establish an advisory team that can execute your plan to achieve your goals and protect your wealth.

For more information, contact us directly and one of our team members will be happy to assist you.

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