SERVICE OVERVIEW
Exit Strategy
Exit Your Business with Success
Exiting Your Business with Success
Even if you're not planning on exiting your business anytime soon, you still need an exit strategy. You've spent years growing and nurturing your business, don't let unexpected circumstances throw everything off track. At Blue Rock Financial Group, we design comprehensive exit strategies that support the best results. We follow a process which will cover Five Critical Elements: Target Departure Date, Personal Financial Needs Analysis, Target Successor, Preliminary Valuation, Future Cash Flow Estimates for the Business
ANALYSIS
Conducting a thorough analysis to better understand your goals, your needs, and your future goals in order to create a custom business exit strategy.
TRANSITION STRATEGY
There are many changes that occur during a business's lifetime so we avoid limiting you to a basic plan. We focus on creating a strategy for you that addresses all aspects surrounding the transition of ownership from one person to another.
END GOAL
Your comprehensive exit strategy will make sure you are prepared to exit comfortably in your ideal timeline.
How We Work
A business exit strategy takes multiple aspects into consideration. Before we begin designing your exit strategy, we first assess pertinent business information. This allows us to have a clear understanding of your financial goals and what you'll need after. Next, we evaluate possible exit options, weigh the risks, and prepare a plan. Then you'll be prepared for when you're ready to exit your business in the future.
Blue Rock by the Numbers
Client-focused. Full-service. Face-to-face. Today, and year after year.
40
-
0
%
Average Net Worth
Increase Over 5 Years
49
%
Client
Retention
50
%
Employees hold
Professional Designations*
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*Holds or is working towards professional designations CFP® or CFA®
