White Papers - The Exit Advisors

Whether you want to exit your business this year or in 10 years, now is the time to create your Exit Plan. Learn more here. Check the boxes below to receive free White Papers.

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Exit Routes - White Paper. When owners think about exiting their companies, the number of exit routes might seem unending. In fact, there are only eight. This White Paper discusses the advantages and disadvantages of each one. Most importantly, it describes a process that enables owners to choose the best exit path for them.

Leave Your Business? It’s Inevitable - White Paper At some point, every owner leaves his or her business – voluntarily or otherwise. This issue discusses The Proven Seven-Step Exit Planning Process™ designed to achieve an owner’s financial and other goals.

Transferring Your Company to Insiders - White Paper. Owners wishing to sell their businesses to management (key employees) face one unpleasant fact: their employees have no money. Nor can they borrow any-at least not in sufficient quantity to cash out the owner. The transfer methods described in this White Paper employ a long-term installment buyout of the owner or use someone else’s money to affect the buyout.

Value Drivers - White Paper It is the job of every business owner to create value in his or her business prior to any transfer or sale. Exactly how do owners do that? Read this White Paper to learn about those characteristics (or Value Drivers) that buyers look for when deciding how much to pay for a business.

Employee Incentive Planning - White Paper One of a business owner’s greatest challenges is to attract, motivate, and keep key employees. Keeping key employees is absolutely critical, however, if the business is to be sold at the highest possible price. This White Paper describes the design elements of a Stay Bonus Plan as well as how to convert a long-term key employee incentive plan into a short term plan.

Transferring Wealth To Children - White Paper Successful business owners often wrestle with the issue of how to pass wealth to children in a way that minimizes – legitimately – their tax bills. This White Paper explains to owners how such a transfer can be designed as well as: why fixing their own financial objective precedes any transfer; and, how to determine the amount (and if that amount is too much) to be transferred. This White Paper uses a case study to illustrate the plan design and includes an explanation of GRATs.

ESOP - White Paper This White Paper uses a fictional business owner to illustrate how an owner can use an ESOP to achieve three ownership objectives: 1) to cash out at fair market value; 2) to pay no taxes on the sale; and 3) to transfer the company to key employees

“C” vs. “S” Corporation - White Paper What Difference Does It Make? This White Paper to explains why the best form of business entity (C or S) for tax purposes during a business’s start up and operational years may not be the best when it comes time to sell the business.

Business Continuity - White Paper This White Paper discusses four primary problems sole-owned and co-owned companies face when an owner dies or becomes disabled. It proposes solutions to each one of the four problems. This White Paper includes the "Business Continuity Instruction Form" for sole-owners.

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