exit planning
Build a Business Designed for Exit
Exit planning is good business strategy
The Value Acceleration Methodology™ was created by Exit Planning Institute CEO Christopher Snider to integrate a business owner’s business, personal, and financial goals into one strategy.
Exit planning is about helping companies move from successful to significant. A significant company at any given time is:
- attractive
- valuable
- transferrable
- ready to sell
Work with prosperus
to build a significant business!
Proven process to unlock hidden value
80% of business value comes from intangible assets. Our value acceleration process will help tell your valuation story beyond the financial statements.
Discovery
What is your company worth? How attractive is it to a potential buyer?
Prepare
How can we build value beyond simply increasing sales?
Decide
Do we go to market or keep building value?
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Areas of Focus
Our clients seek leadership on the topics below and much more!
Access to Funding
Business Value Growth
Cashflow Management
Exit Planning
Generational Planning
Health & Wellness
Investment Education
Legal & Tax Strategy
Life Phase Transitions
Marketing Advisory
Meditation Mentorship
Philanthropic Giving
Real Estate
Risk Management
Sales Channel Growth
Gratitude From Our Clients
Ben Billups
Noble Digital
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Matt Rosen
Third Coast Holdings
Focusing on the sustainability revolution
Laura Williams
Laura Lian
Inspiring the world through strategic design
accepting new members
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frequently asked questions
Why should I become a prosperus member?
If you are anything like our current members, you have big goals and believe it takes a team to achieve them. Perhaps you have been less than satisfied with a traditional financial planning offer, or you've been looking for someone to help take your business to the next level? If you are building something worth sharing, you will make an excellent fit to join our network. Our newsletter, podcast, and social accounts reach tens of thousands of people, and the best referrals come from consistent interaction. The more we get to know you, the easier it is to connect you to great people!
What is exit planning?
- Exit planning is an intentional process to holistically balance:
- Personal - What does life look like now and after an exit?
- Financial - Have you planned properly for wealth goals?
- Business - Have you created enterprise value worth acquiring?
- An exit plan asks and answers all the business, personal, financial, legal and tax questions involved in transitioning a privately owned business.
- It includes contingencies for illness, burnout, divorce, and death.
- Its purpose is to maximize the value of the business at the time of exit, minimize taxes, and ensure the owner is able to accomplish all his or her personal and financial goals in the process.
Why is exit planning needed?
- Only 20 to 30% of businesses that go to market actually sell
- 80-90% of the owner's wealth is trapped in their company
- 50% of exits are non-voluntary: Death, Divorce, Disability, Distress, Disagreement
- 60% of owner’s do not understand their exit options
- 80% have not engaged with or formed a transition advisory team
- 75% of owner’s profoundly regret selling their business just a year after selling
Do you help business owners secure funding?
Yes. There are many types of funding opportunities clients look for:
- Banking Partnerships
- Private Debt
- Venture Capital
- Working Capital