Do you understand the value of your business?
For most business owners their single largest asset is their business. Many owners of small and mid-sized businesses have 50-75% of their net worth tied up in their business.
When exiting your business you typically only have one change to transfer your business assets in a way that meets all of your objectives
Do you have a plan to exit your business?
85% of all small business owners do not have a exit plan, a wealth management plan, and/or an advisory team to assist them.
Very few start the process early enough to achieve maximum benefit. It often takes 3-5 years to fully execute and exit from your business, and sometimes longer when you transfer to family or managers
Is the value of your business important to your lifestyle?
80% of our business owner clients are exiting their businesses to retire, they are not serial entrepreneurs.
Most of our clients have spent decades working in and building value in their business and hope to receive value upon exiting.
Why Choose CenterPoint Business Advisors
- Credentialed
We hold designations as Certified Business Intermediaries and Certified Exit Planning Advisors. We bring to you the highest professional standards and training our industry offers, along with proven tools and procedures to help you realize the full value of your business.
- Comprehensive
We provide a comprehensive approach to the small business owner that typically is only available to larger middle market companies. We bring a depth of practical knowledge and experience in exit planning, valuation & business transfers/sales rarely found under one roof.
- Customized
We scale and sequence our services to meet the task. Our customized project approach scales the task to your needs, time-frame and resources. We focus on the most critical items required to achieve your objectives and give a great return on your invested resources.
- Confidential
Our process and services are conducted within strict confidentiality so that value of your business is not eroded by staff, suppliers or competitors reacting to your actions.
- Client Focused & Caring
We are 100% client focused. When we are hired by you to transfer your business doing so is our sole task. Many business intermediaries get distracted in supporting non-client business buyers in finding a business they may wish to buy. We only focus our attention and resources on retained clients who we have a clear common goal. This process is all about you.
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- 80% of our business owner clients are exiting their businesses to retire, they are not serial entrepreneurs.
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