Optimize Value Before Going to Market

Many clients realize they will exit their business, but intend on doing so one or more years in the future. Sometimes, the exit event they envision is not necessarily a sale. No matter what situation your business is facing, even if the sale will not occur for years down the road, creating optimal value should begin today.

Orion Capital Group is a key partner to include before the sales process is officially launched. Our Exit Strategy service is a comprehensive pre-sale service. We analyze potential obstacles to a successful exit strategy and overcome those obstacles and create value with a comprehensive plan. We work closely with our clients to put them on the path to the successful grande finale they envison. Then, when the timing is right and the market is ready, we execute the plan. Exit planning commonly includes identifying and increasing revenue streams, performing tax planning, and diversifying customer bases. The process begins anywhere from 6 months to 6 years before the sale is to occur.

Exit planning typically involves identifying the party to whom a sale is most likely. The typical options are:

1. Selling to a third party
2. Selling to key management
3. Transferring ownership to a family member

Prepare for Unforeseen Circumstances

Exit Plans are extremely important.  At some point, each business owner will exit the business. It is important to be prepared so that the exit occurs on your own terms.  A number of contingencies exist: a death or divorce could occur, or the owners may wish to retire. A quality Exit Plan addresses and plans for these events.  Benefits of quality exit plans include:

• Achieving personal and business objectives
• Minimizing taxes
• Reducing the threat of losing key employees
• Achieving generational planning
• Controlling when and how the exit occurs

Gain The Advantage of Time

Orion Capital Group captures the advantage you presently have working for you: TIME.  When an unexpected event occurs, that advantage is instantly lost and it is very common for business owners to be forced into accepting deep discounts for the value of their enterprise.

If you are interested in working with Orion Capital Group to realize the benefits of an organized, controlled, and strategic Exit Plan, contact us now.   It is never too early to assemble a quality team to prepare for the eventual sale of your business.   Even if you are not interested in selling your business today, there is no way to predict what tomorrow might bring.

Call us today.