Winterstone Financial Associates Logo
Home > E4 > Exiting

Exiting Business Ownership

At some point every business owner will exit his/her business through a sale, family succession or one of several other ownership changes. Regardless of the type of exit you choose, there may be several parties wanting to look at your unique opportunity.

The Ingredients for a Successful Exit of Business Ownership
Your business is possibly your most valuable asset and your exit from it should be conducted like the most important thing you will ever accomplish!

  • The necessary steps to determine that you will receive the highest price must be taken
  • A high level of confidence must be developed between you and the Primary Business Consultant you choose to coach the team of advisors. Be sure he/she has a working knowledge of all marketing procedures and negotiation skills.
  • Assurance of a fair fee structure that will net much more than you spend must be established. Our marketing plan and compensation are designed to allow us to be uncompromising advocates.
  • Strategies must match your dreams. We have been helping dreams come true for business owner for over three decades.

As Primary Business Consultants, we will help you get MORE when you sell your business, and we will help you keep MORE through the minimization of taxes. We will also help you to maximize the growth of your business through strategic business planning to minimize taxes when your assets are passed on to your heirs. After all, it's the bottom line that counts. Our goal has never been to have the most businesses for sale. Our mission as client advocates is to be MORE than simply a broker. We do MORE for individual clients as we bring MORE to the bottom line for each client!

As your advocates, we protect your interests throughout the process as the coach of your team. We perform only responsibilities for which we are certified, so we will help you secure professionals in each field as needed. Successful teams play to the end of the game, and we will help everyone to understand that this is your game and that all of us are responsible to help you be the winner!

In addition to coaching all of the advisors in your transaction, we maintain confidentiality by serving as the necessary link between you and your potential prospects. Our initial communications never reveal the identity of your business. Before anyone is given any information, they will be required to execute a non-disclosure statement, agreeing not to reveal your company itentity or misuse information shared.

“A Guide to Exiting Business Ownership” will be mailed to you at no charge to answer the following frequently asked questions:

  • When is the best time to Exit my business?
  • What are the necessary ingredients of a successful Exit?
  • How can I Enhance the price of my business?
  • How can I avoid using compromising professionals?
  • What is the most successful method of Exiting business ownership?
  • How can I maintain confidentiality?
  • What professionals do I need & when should I use them?

To order this guide at no charge, click here and complete the form.

To discuss exiting your business ownership contact us online or email us at info@winterstonefinancial.com