Exit Planning

Our holistic approach to exit planning helps the business owner answer the three questions facing virtually all privately held business owners:

When should I transfer the business?

To whom should I transfer the business?

How much money do I need from the sale of the business to maintain my standard of living?

As a Certified Exit Planning Advisory firm, we incorporate a patented, proven method to help business owners grow their business prior to their transition date, as well as assist them in identifying what their “Third Act” (life after business) could look like. We believe that the following three areas of planning must be in alignment for the business owner to have the greatest chance for realizing a successful exit:

01 Personal

02 Financial

03 Business

Do you know how much your business is worth to a potential buyer?

Free Business Assessment

Recent statistics show that the need for Exit Planning is at an all time high. In Los Angeles, for example, two thirds of privately held business owners (68%) plan to transition out of their business in the next ten years. This unprecedented demographic shift will present unique challenges to these business owners for many years to come.

- LA SOOR Survey

JLW Financial & Insurance Services is a Certified Exit Planning Advisory Firm

Interested in learning more about our approach to exit planning?

Get In Touch

More about Exit Planning

Featured

Exit Planning, Estate Planning

Step by Step: How to Prepare Your Business for Exit Planning

Exit Planning, Estate Planning

Ideally, exit planning begins a minimum of 2-3 years before the owner is ready to transition both management and ownership of the business. The following article from exit planning strategist and author John F. Dini provides an in-depth overview for business owners who are looking to transition from their business in the next few years.