Exit Planning the Right Way

10 steps to Planning & Executing a Successful Exit from your Business

Join Head Harvesters Alison Hoffman and Bill Arman as explore the 10 Steps any company can take to prepare their company for sale.

If you are the owner of a landscape company with more than $1 million in annual revenue, you will find this seminar helpful.

Consider –

• Have you thought about when and how you will exit your business?
• What is your post-exit view of your life? Does that match your spouse/partner’s view?
• What are your financial goals?
• Do you know what your options for exit are? Which is the best for your situation?
• Does your plan include the impact on your estate plan? For your family? Your charities?

Learn –

• Why exiting a business is not like selling real estate.
• How to begin the planning process.
• Why the value of a company changes depending on the buyer.
• What buyers (internal or external) focus on for the future.
• How to avoid post exit remorse.
• What are your financial goals and needs for life after exit?

How in the world do you know where to start and how to work through all these pieces and parts?

Harvest the Green Partners work with clients in all stages of the exit process.  Its that Yoga Berra saying, “When you get to the fork in the road, take it.”  Some owners call when they are ready to take an action, but others call when they are standing at the fork not knowing which way to go.

This seminar is designed to give you an overview of the process owners take to begin their journey.  We will show you how to decide where to start, what the process would be and what you need to do to be prepared.  We will summarize the options an owner has based on goals.

We’ll also give you the high-level steps for the process from Offer through Due Diligence to Closing and Transfer of Ownership.  (A detailed view of that process will be covered in Part III of this Series in Spring 2022.)