Business Exit Consulting
The question is WHEN? And on WHAT TERMS?
An exit plan is written for the succession or transfer of a business’ ownership and control. This plan is derived from the owner’s goals, an analysis of the available options and a thorough review of the financial consequences.
The Six (6) Step Exit Planning Process
- Establish exit goals
- Analyze financial and mental readiness
- Discover the type of owner you are
- Learn your exit options
- Know the value of your exit
- Execute plan – protect your wealth
Exit planning is a process, not an event. A holistic review of your wealth and goals is the first step.
“Begin with the end in mind.” — Stephen Covey, The Seven Habits of Successful Living
If the time comes, are you ready to exit your business?
Business Exit Readiness Index Survey
How dependent is your business on you?
Disclosures
We are licensed in the following states. If you are a legal resident of one of these states, please proceed. We are sorry if we are unable to offer you our services at this time.
Securities: California, Colorado, Hawaii, Illinois, Indiana, Nevada, Ohio, Oregon, Texas, Utah, Washington, West Virginia
Insurance: California, Colorado, Nevada, Oregon, Utah, Washington
Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisor services offered through Lincoln Financial Advisors Corp., a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. In the State of Washington; Insurance offered through Lincoln Financial Advisors Corporation and LFA, Limited Liability Company and other fine companies. WA Insurance License #723431. Firm disclosure information available at www.LFG.com. Stone Consulting Group is a marketing name for registered representatives of Lincoln Financial Advisors.
See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.
CRN: 2792900-102419
CRN: 2792900-102419
Contact Info
Address
1013 Galleria Blvd., Suite 290
Roseville, CA 95678
Phone
916.415.7062
Email Address
Jane.Isola@LFG.com
Office Hours
Mon. – Thurs., 9:00 AM to 5:00 PM
Fri. 9:00 AM to 4:00 PM 
