WORK WITH US
Whether you want to start charting a path for your future business transition, work towards maximizing your business's value, or create a comprehensive plan to "Fly Your Business" to retirement, Flight Plan Strategies can help you!
EXITMAP EXPRESS
ExitMap Express is a step-by-step 5-meeting process that helps business owners like you test their assumptions and model their options for transition. This “Structured Discovery” is a journey that we take together using a series of exercises to understand Financial, Business, and Personal Readiness for transition. Driven by standardized tools and technology, Express specifically focuses on better defining your goals for life after the business.
At the end of our journey together, you will receive your "ExitMap", a final deliverable documenting your Personal Vision, Goals, and Action Plan.
VALUE BUILDER “FAST TRACK” ENGAGEMENT
The Value Builder Fast Track is a 10-week advisor-led engagement designed to develop insight into the 8 drivers of company value. Working with a Certified Value Builder Advisor, you will establish an initial estimate of value for your business, understand how to protect this value, and determine what areas of your business to focus on to attract the right buyer in the future. You will also understand what a potential buyer will look for when considering a purchase, and work towards securing a best-in-class multiple and highest future sale price. Finally, you will gain a clear understanding of what your “second act” will look like and what resources will be available to fund your desired retirement lifestyle.
“FLY YOUR BUSINESS” EXIT MASTERY PROGRAM
If you are considering selling your business in the next 1-3 years or simply want to be ready when the time is right, this program is for you. This 12-month mastery program works to identify your personal exit goals and timeline while ensuring that you can maximize the value of your business and ensure a successful retirement outcome.
The first step in the program is completing a full Enterprise Value Assessment, consisting of a personal, financial, and business assessment correlated to your business’s range of value. We will identify how ready your business is to transfer, how attractive it would be to a potential buyer, and what baseline value would be achievable if selling it today.
Next, we will identify the value enhancements you can utilize to increase your net profitability, drive a “best-in-class” industry multiple, and maximize the proceeds from an eventual business sale. This is accomplished through a year-long Value Builder Engagement centered around 12 modules and advisor-led exercises, culminating with the delivery of a personalized Value Acceleration Action Plan.
In addition to working on your business readiness and value maximization, we will also work on your personal and financial readiness. Working together, we will determine your unique lifestyle goals, risks, and blind spots and develop a securely funded “second-act” retirement income plan to ensure you can maintain your desired lifestyle for the rest of your life.
Finally, we will work together to identify, vet, and develop your Wealth Partner Cadre based on your unique personal goals, business structure, and estate and tax situation. Since every business transition is unique, we will ensure that you have “the right people in the right seats” and that they are all working together for your maximum benefit.
The “Fly Your Business” Exit Mastery Program delivers all the services listed below:
-
Business Readiness Report
-
Business Attractiveness Report
-
Recasting of EBIDTA/SDE to Maximize Valuation
-
Industry Multiple Analysis
Complete Business Enterprise Value Assessment
12 Value Builder Modules & Exercises (36 Hours Coaching)
-
Value Builder Assessment
-
Your Scalability Finder
-
The Customer Score
-
Your Growth Potential
-
The Automatic Customer Builder
-
The Monopoly Control
-
The Hub & Spoke Score
-
The Switzerland Structure
-
The Customer Score (Revisited)
-
The Valuation Teeter Totter
-
Your Short List Builder
-
Your Envelope Test
WEALTH CADRE PARTNERSHIP PROGRAM
In addition to our coaching and consulting services, we have a robust network of professional partners specializing in a wide range of disciplines, including:
Full Business Valuations
Exit and Succession Planning
Trust and Estate Planning
Sell-Side Advisory Services
Private Equity Funding Options
Value Acceleration Coaching
Family Business Counseling
Lifetime Tax Planning
Business Brokerage Services
ESOP Design and Implementation
Please contact us for any referrals or introductions that you may need.
THE FLIGHT PLAN GROUP
We also provide the following additional business support services through our partnership with Flight Plan Benefits and Flight Plan Financial, including:
-
Needs Analysis & Plan Design
-
Premium Negotiation Services
-
HR Services & Compliance Support
-
Benefit Administration Technology Solutions
Group Benefits Brokerage Services
Qualified Retirement Plans
-
Simple & SEP IRA Plans
-
401(k) Plans
-
Cash Balance Pension Plans
Deferred Compensation Strategies
Tax Advtantaged Executive Bonus Plans
If you have questions about these services, please schedule a meeting with us.