A Seven-Step Exit-Planning Process

We will assist you the following seven steps of succession planning:

• Step 1: Determine your exit objectives
• Step 2: Perform a valuation of your business
• Step 3: Implement strategies to build the value of your business
• Step 4: Sell to a third party
• Step 5: Transfer to an insider
• Step 6: Draw up a business continuity plan
• Step 7: Develop your wealth preservation plan

Multi-Unit Business Owners

Multi-unit retail businesses present unique legal issues and challenges that require specific knowledge and experience when structuring a succession plan. To address the exit-planning needs of multi-unit business owners, our firm has created the Multi-Unit Succession and Transition (MUST®) group, led by Scott Husaby and John Berg.

The mission of MUST is to combine our knowledge of succession and exit planning with our firm’s extensive experience with multi-unit retail businesses Using our proprietary MUST Trust to provide an efficient and effective succession and exit plans for multi-unit business owners.

For more information see the MUST web page.