Exit Plan Strategies

1. When do you want to exit?
2. What method or methods will be used to assess the value of your business, and how confident are you in that process? https://valucorp.com/methodology/
3. Do you agree with the value determined by a professional? https://valucorp.com/business-valuations/
4. How much of your financial freedom is based on the sale of your business? Is there a value gap? https://valucorp.com/valugap/
5. How do you see your involvement in your business changing or evolving in the future?
6. What obstacles are you seeing that could derail your business or personal goals in the coming years?
7. Which exit strategies do you consider and which are out of the questions?
   • Pass to Family
   • Sell to Outside Third Parties
   • Sell to Inside Key Employees or ESOP https://valucorp.com/esop-employee-stock-ownership-plan/
   • Planned Liquidation
   • IPO or SPAC https://valucorp.com/iporeadiness/
   • Franchising or licensing https://valucorp.com/franchising-obtaining-financing-and-rapid-market-penetration/
8. What is your plan for your ownership interest? Do you plan to pass ownership along, or arrange for a sale some day?
9. Given your (buyer or successor) plans, have you thought about who the best leader for your business might be when you retire?
10. What will happen with your customers, vendors, employees, and competitors if something happens to you before you execute an exit plan?
11. What value drivers can you implement now while planning an exit? https://valucorp.com/valuscore/
12. What do you see as your greatest challenge when you think about planning for the future?
13. Have you thought about how to transition from daily duties to advisory role?
14. Can you test the waters for your company’s value?
15. Have you considered a tax deferred transaction? https://valucorp.com/tax-planning/

Our Liquidity Roadmap™ shows you the best Exit Plan for your business:

Unique Attributes of our ValuPlan™

• Business Development Officers nationwide
• Business Valuation preparers have highest credentials – ASA, JD, CPA, MD, PhD, MBA, MST, MHSA
• Rapid report delivery
• Most appropriate fee structures
• Unmatched marketing – grow your business while exiting to maximizes proceeds
• Experienced professionals – from entrepreneurial to leadership at Fortune 500 companies
• Liquidity Options – broadest array of done deals

1. 1. Business Valuation, Intangible Appraisals and Fairness Opinions
   • Determine a company’s value by credentialed experts, with credible assumptions and financial projections to provide assurance that the determination of Fair Market Value is fair to prospective buyers and investors from a financial point of view.
   • Optimize value by identifying, allocating and appraising your company’s many Intangible Assets, Patents, Brands, Copyrights, Customer base, and other Intellectual Property Assets.
   • Mitigate risk factors (every business has them) with adding value solutions.
2. 2. Due diligence and ValuScore™
   • For the Business Owner:
     • A ValuScore™ helps the Business Owner understand the Capital Markets Alternatives. Capital markets options provide alternatives for, pricing, timing, and probability of success.
   • For the Investor, Buyer and Lender
     • The ValuScore™ provides validation of the premise that the promoter is sponsoring and seeking investors
     • This Deal Screening Process scores and rates your business as a financing candidate:
       • – Deal rating and score computation to assess the funding potential and its cost to your business, as documented in a Business Valuation.
       • – Preliminary due diligence to ensure that many of the corporate documents are in order.
       • – Deal presentation material additional information to support the presentation to funding sources.
3. 3. Source Capital to Make Improvements
   • A Reg D 506(c) Private Placement will source prospective Accredited Investors to your website.
   • Implement a Reg D program to provide viable companies, including start-ups, that are seeking to build Brand Awareness and/or attract Accredited Investors.
   • Use Social Media with your Business Valuation to achieve brand awareness and obtain financing to maintain and improve continuity during this process.
4. 4. Income Tax Deferral for 40 to 80 years
   • Similar to that used by Facebook’s Mark Zuckerberg in December 2015, you can defer taxes when you sell your business or have an exceptionally good income year.
   • The Structure leaves you (and your family) in complete control of the assets for multiple generations.
   • The Structure affords you the opportunity to provide income payments to any number of charities while creating a large philanthropic endowment—all without divesting the family of the economic value.

A typical Liquidity Roadmap and Timeline: