Exit Planning Strategies Newsletter
Grow your practice with a NEW client newsletter for business owners - BVR can show you how
Contact Us for more information (503) 291-7963 ext. 116


Let’s set the stage.  There are an estimated 12 million baby boomers who currently own businesses and need professional assistance with their exit planning and implementation of exit strategies.  Whereas there are 12,000 publicly traded companies in the US (and twice that in the world), there are approximately 17 million sole proprietorships in the U.S., and another 4.3 million with up to 9 employees. 

Depending upon the individual circumstances, business owners might need to

1. Transfer their business wealth to the next generation
2. Convert illiquid wealth to cash
3. Replace income
4. Protect their reputation
5. Look after key employees
6. Minimize taxes

Exiting a business is a process that needs to be managed by a team.  The business valuator should be the leader of that team.  The disastrous economy of the last two years has made most business owners realize the real risk in their businesses, risk they denied existed before.  They are now more than ever before mentally prepared for the “conversation.” 

Business Valuation Resources (BVR) now has a tool that will point business owners in the right direction … back to you, their trusted advisor.  The options for the business owner are too many and too complex.  Recapitalize, sell outright, gift to the family, offer a management buy-out, create an ESOP … the small business owner needs your help … and needs it now.

In Exit Planning Strategies for Business Owners, a quarterly newsletter created for you to send to small business clients and prospects, you will begin the “conversation” that will lead to new business.  The articles concisely and gently identify the issues, subtly pointing the way toward developing that Exit Planning team, with you at the helm.  The editors recognize that exit planning and exit strategies are two separate yet critical agendas, that preparing the business owner is just as important as (in fact, a prerequisite to) implementing tailor-crafted strategies. And you should be spearheading the entire effort.  We’ll put you in position to do that.

BVR has a successful track record helping valuators with their business development tasks.  Thousands of readers look at our quarterly valuation client letter, initiating new engagements, enhancing and cementing reputations, and garnering lawyer referrals.  Now Exit Planning Strategies for Business Owners will make sure valuation analysts get their chance to work their magic in this estimated $10 trillion market.

Let BVR help you play a major part in the largest transfer of wealth in our history.  Your skills are needed, now.  Putting Exit Planning Strategies for Business Owners into the hands of business owners should be your next practice management move.  And we should get started today.   

Grow your practice with a NEW client newsletter for business owners - BVR can show you how
Contact Us for more information (503) 291-7963 ext. 116

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