Exit Planning For Business Owners
The Value Acceleration Methodology Can Be the Backbone to Exit Planning
As a Certified Exit Planning Advisor, Brett Andrews utilizes the Value Acceleration Methodology to enhance the Financial Planning process for Business Owners. Business owners are in search of advisors that can have deeper conversations about how to grow value in their business. The value growth process starts before the owner becomes a client through a value-added discovery and educational conversation.

Discover Gate
A Triggering Event
Business Valuation
Assessment of the Company's Readiness and Attractiveness
Assessment of the Owner's Preparedness to Exit
Creation of a Prioritized Action Plan

Prepare Gate
How Your Value Impacts Your Business
Mitigating Risk in Your Business
Owner-Dependent Businesses
Assemble and Prepare a Master Plan

Decide Gate
Do You Want to Grow?
Expand to New Markets
Advance New Products
Grow Thru Acquisition
Do You Want to Exit?
Family Transition
Sell to Employees (ESOP)
Third Party
Sale to Private Equity