Clayton Capital Partners - Exit Planning for Business Owners

chess piece meeting money puzzle


Do Your Clients Own Businesses?

 

If so, have they begun to think about:
1. Who they want to sell their company to?
      • Employees
      • Family Members
      • Third Parties
2. When they want to exit their business?
3. How much cash they’ll need to exit?

Exit Planning Facts To Consider:
1. Every owner exits his or her business - it’s just a matter of when.
2. Statistics
      • There are over 10 million privately-owned businesses.
      • Over 60% of American business owners plan to exit their
        businesses in the next ten years.
      • More than 50% of business owners are over age 50.
      • Less than 25% of business owners have properly planned for their exit.
3. If a third party sale, you plan ahead to maximize value- planning to sell 5 years out you have more flexibility to make changes to increase value vs. selling in 6 months.
4. If sale to insider, this is one of the most dangerous transactions. Without effective planning and negotiating expertise, these transactions can fail based on emotion, anger, fear of the unknown, and inadequate communication.

Why Exit Planning – Benefit to Your Clients
1. Clayton Capital Partners facilitates your business-owner clients and their advisory team in the development of a comprehensive Exit Plan which enables them to :
      • Achieve personal and business objectives
      • Control how and when they exit their business
      • Maximize business and personal value based on the chosen exit objectives
      • Minimize taxes due
      • Minimize operational disruptions
      • Reduce threat of losing key employees
      • Achieve family legacy objectives

Why Exit Planning – Benefit To You, The Advisor
1. Reinforces you as “Trusted Advisor”
2. Strengthen/establish role as advisor (financial, legal, insurance, business) for owner and family members (multi-generational).
3. Acquire new clients based on Exit Planning expertise.
4. Expand your professional network through the development of relationships with the business owners and other advisors.
5. Development of an Exit Plan often creates revenue opportunities for you including:
      • Advisory fees.
      • Product sales to business owner in support of plan development:
      • Buy-sell
      • Death/Disability Funding
      • Deferred Compensation
      • Retirement/Estate
      • Employee Benefit
      • Product sales to buyer.