Business Owner Briefing


Reserve your FREE Seat(s) Today

Date: May 30, 2019

TIME:  11:15AM - 1:00PM

Location: Mutual of Omaha Bank 5675 DTC Blvd, Suite 250, Greenwood Village, CO 80111






Dear Friend,

You're on this page because you felt it important for you as a business owner or professional advisor to learn the importance of preparing for the eventual transition and exit from your, or your client's business.  As the president of eXITS, a specialized Denver based exit planning company, I have the privilege of sharing with you information most business owners never get to hear, or hear too late...after it ends up costing them tens and even hundreds of thousands of dollars out of their pockets when they go to transfer or sell their business.  All for lack of information and planning:

Failing To Plan Your Exit from Your Business Is the Primary Cause for FAILURE

According to the Small Business Assocation, "At any given time, 40 percent of U.S. businesses are facing the transfer of ownership issue" and "the primary cause for lack of planning.  With the right plans in place, the business, in most cases, will remain healthy."

-Small business Association

So why is it many business owners like you, knowing they'll exit their business at some point fail to create a strategic plan to achieve their financial objectives from exiting their business?

According to Roger Winsby, President of Axiom Valuation 2003, a major factor in this delay is the perceived difficulty and costs of getting objective information about their choices.  That's exactly why you need to attend this powerful Executive Business Owner Briefing on Exit Planning - so you can learn how to tax optimize and cash maximize the transition and exit from your business.  My goal for our time together is to share critical information you MUST know as a business owner to avoid stepping in exit planning landmines that can devastate not only the value of your business but your financial future.

Here's A Sample of What You Will Learn when you attend the Executive Busines Owner Briefing

I'll show you -

  • The three objectives that any successful exit plan must contain
  • How to properly structure your business to attract more qualified buyers
  • What the exit planning process is and why it needs to be done 3 to 10 years before you retire
  • Why, without planning, it's almost impossible to sell your business to an insider and be paid off in a reasonable time
  • How exit planning can reduce income taxes by 5 to 10%, than if you hadn't planned

Thinking of selling to an insider?  You'll see -

  • Why, when selling to an "insider", it's critical that you minimize the tax consequences not just to you, but also to the buyer
  • How to get your key employees to think like the owner of the business - giving you more time to build your business value
  • What you must do in order to sell or transfer your business to family members or employees and still get the cash you need
  • How to decrease the risk and amount of time it takes to get your money from a sale to key employees

Concerned about key employees?  You'll learn -

  • How to keep your key employees - reducing new employee training time
  • A technique that lets you sell your business interest to your key employees and get more money, more quickly, than using other methods.