Smart Exit™ Companion Workbook

The Companion Workbook makes it a breeze to apply the Smart Exit™ program to your business.

Optimize Operations • Increase Value • Make a Smart Exit™!

Thinking of selling your business? Wondering how to sell for a great price with low taxes? Looking for options for how you might transfer responsibilities and ownership to give you a great return on your years of effort with great tax advantages?

Now there is a companion workbook for the popular Smart Exit™ Steer Your Business to Success. Take the proven strategies in the book and apply them to your own business using the exercises in this workbook. You will take a deep dive and learn the answers to the questions:

• What is my business worth?
• What are the best ways to minimize taxes?
• How might transfer risks be reduced?
• When is the best time to sell?
• How might the business value be increased?
• What do buyers look for when shopping for a business?
• How can my business stand out and be attractive?
• What must I do to prepare my business for the marketplace?

Become your firm’s venture capitalist. Map your succession. Decide your date, dollar and method. Execute that plan. Make your Smart Exit!