What Is Exit Planning?

Sun Exit Advisors

What is Exit Planning?

BUSINESS TRANSITION PLANNING

Sun Exit Advisors BUSINESS TRANSITION PLANNING

Are you ever awake at night, wondering: What is my business worth?

When do I want to stop working?

Will the proceeds from a transfer fund my retirement?

Does it make sense to turn things over to my children?

Who’s going to run things if something unexpected happens to me?

Sun Exit Advisors BUSINESS TRANSITION PLANNING

Common triggers that cause owners to leave their business: Burnout

Illness, or Death

Cash Flow Problems

Adverse Market Conditions

…Is This YOUR Exit Strategy?

Sun Exit Advisors BUSINESS TRANSITION PLANNING

1. Sell to an outside third party2. Transfer to a family member3. Sell to co-owner(s)4. Sell to key employee(s)5. Go public6. Liquidate

There may be 50 ways to leave your lover, but only 6 basic ways to leave your business:

What road are YOU on?

Sun Exit Advisors BUSINESS TRANSITION PLANNING

“Begin With The End in Mind”

Transition planning is a process, not a single event. It takes time for:

Building and sustaining value Strengthening the management

team Implementing tax-saving strategies Developing a gradual transfer process

Sun Exit Advisors

Personally

Financially

Operationally

We provide counsel and resources that support our clients’ Succession-Readiness:

“Good fortune is what happens when opportunity

meets with planning.” -Thomas Edison

Sun Exit Advisors BUSINESS TRANSITION PLANNING

A more predictable future

Value maximization

Higher likelihood of success

Peace of mind for them and their

family

We help Business Owners create a written exit strategy that can assure:

Sun Exit Advisors

We work with the Owner’s existing team of Advisors Transition Planning is a multifaceted

process

Diverse skills and experience are

necessaryA coordinated team approach minimizes

time and cost to the business owner

COMPREHENSIVE EXIT PLAN

TRANSACTION INTERMEDIARY

BUSINESS OWNER

Interdisciplinary Team

Sun Exit

Advisors

INSURANCE PROFESSIONAL

BUSINESS CONSULTANT

WEALTH MANAGER

BUSINESS APPRAISER

BUSINESS ATTORNEY

CPA

ESTATE ATTORNEY

Sun Exit Advisors

Key Planning Examples:

Increase profitability and company value

Improve delegation and productivity

Implement leadership development plans

Motivate and retain key employees

Ensure the company’s ongoing success—

independent of the owner

Sun Exit Advisors

…your exit may not be pretty.

If you avoid pre-transition planning…

Before heading for the door, talk to us. We’ll help you leave your business:

» When you want» To the successors you want» With the amount of cash you’ll

need

Sun Exit Advisors

Preparing business owners for one of the most significant events of

their lifetime…

The Transition From Their Business.

BUSINESS TRANSITION PLANNING

Sun Exit Advisors

Ted Thomas has enjoyed 30 years of experience as a business owner, consultant, real estate investor and transaction intermediary.

Ted has founded, built and transitioned from three successful service businesses. He has consulted small, mid-sized and Fortune companies, and has held executive positions within the financial services, manufacturing, and dot.com space.

Helping other entrepreneurs achieve their goals and objectives has Ted's impassioned commitment. His ownership background provides him the perspective and experience to assist fellow business owners leave a legacy that they deserve.

Sun Exit Advisors LLC8735 W. Higgins #160

Chicago, IL 60631

773.243.1603

www.sunexitadvisors.com

Ted ThomasManaging Partner