Turn Your Life's Work Into Your Next
SUCESS STORY
Is your plan to grow your business, embark on a new venture, or simply retire? NEXTPHASE will put you on the path to financial security and unlock the wealth in your company. Whether you're planning to transition your business in 5 or 15 years, the right exit strategy puts you in control of your company's future - and your legacy.
Free & easy assessment • No obligation • 100% confidential
What is Exit Planning?
Exit Planning is the creation and execution of a strategy allowing owners to exit their businesses on their terms and conditions. It is an established process that creates a written road map, or Exit Plan, involving the efforts of several professionals facilitated and led by a Certified Exit Planner (CExP™) who ensures not only the Plan’s creation but also its timely execution.
The Concerning Numbers Behind Small Business Transitions
2/3
OF FAMILY BUSINESSES
Do not have a documented and communicated succession plan.
33.3 M
SMALL BUSINESSES IN THE U.S.
It is estimated that 70% are left without a buyer or plan for successful transition.
98 %
OF BUSINESS OWNERS
Do not have an accurate business valuation for their largest asset.
Sources:(SBA, 2022), Exit Planning Institute