Dictionary of Exit Planning Terms

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A website of this nature represents the composite of knowledge from Picus Enterprises, LLC, our many alliance partners who provide services, and a variety of books and other sources of information relating to exit planning.

We would like to acknowledge the following sources:

  • The Exit Planning Institute
  • The book $10 Trillion Opportunity, by Richard E. Jackim and Peter G. Christman
  • The book How to Run Your Business So You Can Leave It In Style, by John H. Brown
  • All of our listed Providers under the Providers Section of this website
  • www.wikipedia.com

Exit Planning Activities

An exit plan is a comprehensive roadmap to successfully exit a business.  This requires developing a transition strategy and a comprehensive plan made up of a variety of different activities.  We have develop a list and explanation of some of these activities and have group them for your convenience by the following categories:

  1. Accounting Activities
  2. Legal Activities
  3. Estate Planning Activities
  4. Investment Planning Activities
  5. Insurance Planning Activities
  6. Sales Transaction Activities

There may be many other exit planning activities, but this information provides a good introduction to what a good exit plan would include.

Sellability Score Introduction

Discover How to Spend Less Time in Your Business and Enjoy More Freedom, All While Building an Asset You Can Sell Down the Road

Introducing: The Sellability Score Online Assessment Tool

Take the 13-minute, 100% confidential assessment and we’ll perform a detailed cat-scan of your business, revealing insights on…

• How sellable your business is right now based on dozens of key sellability factors.
• How you can immediately start reducing the number of hours you spend in your business, while building an asset you can sell down the road.
• Overlooked areas of your business that can be more effectively automated, delegated, and systemized – resulting in more freedom for you right away, and making your business more attractive to potential buyers when you’re ready to sell.
• Simple tweaks you can make in your business that will generate more cash flow, free up more of your time, and increase the sellable value of your business.

Exit Architect is a Sellability Score Professional Advisor and can help you better understand how to make your business more sellable. Just click on "Get Started Now" image above and start the process. 

Exit Architect will deliver the results of your survey and a custom report that outlines ways in which you can improve the sellability and the value of your business.


Value Builder Score Assessment

Thank you for taking the Value Builder Score Assessment.  Alternatively this assessment is also know as The Sellability Score Assessment.

You will shortly be receiving an email from me with a single page summary of your results.  If you will contact me, I can send you the entire report and set up a brief no-charge phone session to go over this report in detail.

Thank you again for completing this assessment created and offered by The Sellability Score Company.

Building Business Value

In addition to being certified as a Certified Exit Planning Advisor (CEPA), Richard Strautman also recently was certified as a Certified Value BuilderTM with the company who pioneered the concept of "sellability score."  This certification of being a Certified Value BuilderTM reflects the completion of the training program developed by THE SELLABILITY SCORE company for management consulting professional to become proficient in delivering a variety of consulting techniques to help business owners increase the value of their business.

These techniques include customer and employee surveys, market segmentation and differentiation, and the generation of increased amounts of recurring revenues.  This value building program is designed to be delivered through monthly meetings with the owner of a business, with each session focusing on different aspects that have been shown to increase the value of a business.  This program also helps define value building goals and actions steps that will focus the owner and his employees efforts on activities that will make the business more attractive in the eyes of potential buyers.

Revista Nueva Theme

This is the Master theme of the our fast and slick Warp theme framework! It takes full advantage of all the latest Warp6 features like semantic HTML5 markup, a nice and clean administration UI and much more.

It is an optimized and streamlined framework theme and serves as blueprint to build your own custom themes.

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