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Executive Briefings are provided at no charge to interested business owners. They outline 7 steps necessary to create a written exit plan.
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Exit Planning LLC is committed to helping business owners create and implement a written Exit Plan. Schedule a meeting to learn how we work with you to accomplish your plans.
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In addition to The Seven Steps of Exit Planning, topics include ESOPs, family succession planning, wealth preservation planning and various tax issues.
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Welcome to Exit Planning LLC!

Every business owner will one day leave his or her business, and research tells us that most owners are not adequately prepared to do so. Our mission at Exit Planning LLC is to help business owners leave their businesses in style, under the most favorable conditions.

”At any given time, 40% of U.S. businesses are facing the transfer of ownership issue. The primary cause for failure…is lack of planning.”

-Small Business Administration

Consider the following questions for Exit Planning:

  1. If someone offered to buy your business, how would you know if the offer was what your business is really worth?
  2. If your children or key employees want to buy your business, how can you transfer it to them and pay the least possible taxes while still enjoying the maximum possible financial gain?
  3. If a key employee were to leave your business just before you were ready to retire, what impact would that have on your plans?
  4. If the unexpected happens to you, will your family receive the full value of your business ownership?
  5. What is an acceptable estate tax rate for you? What steps have you taken to get to that rate?
  6. How can you transfer your wealth to the objects of your bounty in the most tax-efficient manner today and into the future?
  7. If you are unable to adequately answer all these questions, we suggest you click here for a complimentary copy of the #1 selling book on Exit Planning for Business Owners.
Phone: 651-439-2375 | Fax: 651-439-2786 | joer@exitplanningmn.com