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Doug Wills helps business owners set, sort through, and achieve their exit objectives. This process enables owners to leave their companies when they want, to the successors they want, and with the amount of cash they need.
Without exception, every owner leaves his or her company. Whether you do it in style depends on the specific exit planning actions you take before you leave.
"By the year 2005, virtually all closely-held and family-owned businesses will lose their primary owner to death or retirement."
Dr. Joyce Brochaus, author of Succession Planning
If you see ownership change in your future, Doug can help you plan a successful business exit. He can help you answer the seven planning questions located on this page and identify qualified advisors to help you through the process.
Our Exit Planning Experience
As a Member of BEI's Network Of Exit Planning Advisors™ , Doug has access to its publications as well as to on-going training and information about a variety of cutting edge Exit Planning techniques. He belongs to a nationwide network of professionals in other disciplines experienced in the Exit Planning process.
What Doug offers business owners:
- Doug has guided numerous owners through "The Completely Revised How to Run Your Business So You Can Leave It In Style Workbook for Owners and Advisors," the blueprint for an owner's exit success. When Doug helps you complete the Workbook, you will have a clear Action List stating actions to be taken, due dates for each action and the name of the advisor responsible for its completion.
- No-cost initial consultations to explain how the Exit Planning Process works.
- Access to state-of-the-art Exit Planning resources.
- Doug maintains relationships with professionals in other disciplines experienced in the Exit Planning process. We can help you to find the advisors you need.
- Doug presents seminars on a variety of Exit Planning topics. [Through our affiliation with Business Enterprise Institute, Doug presents seminars on a variety of Exit Planning topics.]
Click here to receive a complimentary subscription to The Exit Planning Review™ e-newsletter.
Click here to request a Complimentary Copy of an Exit Planning Book.
Click here to register for a Complimentary Exit Planning White Paper.
Click here to view an issue of The Exit Planning Review™ e-newsletter.
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Exit Planning involves answering "Yes" to seven questions:
1. Do you know your exact retirement goals and what it will take—in cash—to reach them?
2. Do you know how much your business is worth today, in cash?
3. Do you know the best way to maximize the income stream generated by your ownership interest?
4. Do you know how to sell your business to a third party and pay the least possible taxes?
5. Do you know how to transfer your business to family members, co-owners, or employees while paying the least possible taxes and enjoying maximum financial security?
6. Do you have a continuity plan for your business if the unexpected happens to you?
7. Do you have a plan to secure financial independence for your family if the unexpected happens to you?
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Click here to contact Doug Wills.
Click here to schedule a complimentary Exit Planning Assessment.
Click here to receive a complimentary subscription to The Exit Planning Review™ e-newsletter.
Click here to request a Complimentary Copy of an Exit Planning Book.
Click here to register for a Complimentary Exit Planning White Paper.
Click here to view an issue of The Exit Planning Review™ e-newsletter.
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