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Exit Foundations

Exit Planning Part 1

The second part of an Exit Plan involves analysis of the Exit Foundations to see what must be done in each. It will identify important exit tasks in each area that need completed to create your best outcome. This is the technical part of the Exit Plan. 

  • Shape your legacy & avoid costly mistakes 

  • Minimize taxes on sale & maximize your wealth 

  • Have a contingency plan & protect a lifetime of hard work

  • Take care of key employees, family & other stakeholders

Exit Planning Part 2
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