Broker Check

What Type of Owner Are you?

At some point, you will exit your business.   The question is - are you ready?  If so, what does that mean to you?

  • How involved are you in the day to day operations?
  • Do you have a plan for how you will spend your leisure time?
  • Do you see your business as a return on invested capital or a source of income?
  • Are you addicted to your business?

Through hard work and perseverance, you've taken a vision and turned it into a reality.  You've built a successful business and created wealth  Now it's time for the next phase - to capitalize on what you've started.   Let's begin by thinking about you and your business - where are you on the Exit Quadrant Chart?

To learn more, take our Business Exit Readiness Survey,  to assess when you will be ready to exit your business.  The survey should only take 5 to 10 minutes to complete.  Once completed you will be emailed a six-page report.  The report will show your ranking of financial readiness vs. mental readiness based on your answers.  It will provide a general and summary description of where you are on the Exit Quadrant Chart, some initial recommendations based on your BERI scoring, your exit options (or strategies) chart position, along with a description of the exit strategies and finally next steps.