BUSINESS APPRAISALS
VALUE ACCELERATON
OWNER SUCCESSION & EXIT PLANNING
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50% of Business Exits are NOT VOLUNTARY
Why? Death, Disability, Divorce, Distress, Disagreement 75% of business owners HAVE NO EXIT PLAN 75% of business owners ARE UNHAPPY AFTER THEY SELL THEIR BUSINESS 80% of companies below $50 million in sales, NEVER SELL! 12 months after selling, 3 out of 4 business owners "profoundly regretted" selling 95% of Mergers and Acquisitions professionals believe a business owner's unrealistic expectations of company value are the biggest obstacle to a sale or transfer Only 30% of all family businesses survive until the 2nd generation, 12% into the 3rd generation Take the steps you need to take to ACCELERATE VALUE and make your business ATTRACTIVE to a buyer! |
Have one of our financial advisers reach out to you.
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What Does Your Business Exit Pathway Look Like?Are you like the millions of baby boomers who have started a business and are are approaching retirement age? Is your business BEST IN CLASS? Are you ready personally? Are your children or employees ready to take over your business?
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What is Your Business Worth? |
Some Of Our More Popular Services
The 3-Legged Stool of Exit Planning
Maximize Company ValueMost business owners plan for value AFTER the sale event--not before. We work with the business owner to increase the value of the business in a short period of time, starting with a business value and an assessment of whether the business AND the owner are READY to sell and ATTRACTIVE to a buyer.
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Personal Financial PlanningOur network of professionals includes Estate Tax Lawyers and Accountants and Business Psychologists to help the business owner minimize tax ramifications and enter the "Third Act" of their life in as healthy financial shape as possible.
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Develop After-Business Life PlanMany business owners don't have any idea what they want to do after they retire! Our surveys and professional network will help the business owner realize their post-professional dreams.
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Our Team Has a Report Card Worth Bragging AboutScott Voltz, CEPA, MBA, MAI is a Certified Exit Planning Advisor with over 35 years of experience advising Fortune 500 firms, Estate Tax Professionals, CPA's, and property and business owners in valuation matters.
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About Us
Scott Voltz, CEPA, MBA, MAI operates offices in Los Angeles and Las Vegas but are available nationwide.