Introduction

John, at some time in the future, your role in the business and your ownership of it, will be dramatically different than it is today!

How it will happen and when it will occur is very much up to you…

This report is an overview summarizing your current personal and business exit readiness, and the key action items you should consider based upon your responses to the EXIT/TRANSITION READINESS questions. This report is also intended to stimulate your awareness of the issues that you and your businesses need to address enabling you to move towards taking action, based on your desire for achieving a successful transition outcome.

The recommendations and activities suggested in this report should become an active part of your future, or they will be allowed to gather dust within the report that sits idly on the side, consigned to the scrap heap of other good ideas you may have had over the years. Ultimately, it’s not the report itself that is important; rather, it’s the next steps you take after reading it, and then the subsequent steps after that.

We urge you to make the commitment to yourself (and to your loved ones), that as you read through the sections of this report, you feel compelled to implement a plan toward a successful conclusion. We truly believe that after you have executed just a few initial steps, you will have gained enough momentum to move the process along towards your targeted outcome. The ultimate objective of every business owner should be a smooth transition away from the business, with sufficient financial rewards and satisfaction being the outcome of one’s life efforts.

Advisors are available to assist business owners with successfully transitioning their businesses along with helping them move into new and exciting phases of their lives. Your opportunity is at hand. You can either choose to act on creating a successful outcome, or you can simply elect to do nothing.

Reading this now indicates your preference to act. Most importantly, you will be getting closer to answering the three key critical questions facing all business owners: When? – To Whom? – and For How Much? Once commenced, you will embark on an interesting and rewarding journey, learning more about yourself and your family’s values, about your business, and its importance to you and others in your life, what is needed to fund your lifestyle post business ownership, and the creation of your lasting legacy.