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800.249.1622 |
KEY PERSON SUCCESSION & EXIT PLANNING
Polish your management skills. Develop one or more key persons who prove they can lead your team. Boost your retirement savings, then transfer the business ownership. Exit Planning varies greatly with each seller/organization. We explain options, benefits and risks. We can assist in the coordination of your accountant, attorney, insurance agent and other advisors to reach your objectives. We offer three learning programs to meet your needs:
- Introduction to Exit Planning with a transition readiness evaluation and two sessions of individual work.
- Individual coaching and consulting to insure you have the knowledge, the tools, and the support to create and execute your exit plan.
- Small group classes with instruction and interaction to learn what to do and how to do it with support to move beyond what may slow you down. Call to add your name to our next group being formed.
Entrepreneurs are great at starting businesses. But few begin with long range planning, and fewer still have considered how to transfer ownership when they are ready to enter a new stage of life. Beginning, growing, leaving - each requires fresh skills, broader knowledge, and a wider perspective.
As the owner of a small business that has endured for years, you have likely noticed that over time the complications just multiply. You want to be organized, and you would really like to keep it simple. But it just isn't. You would like to delegate tasks to others, and you would like to be able to let go, but somehow it all seems bigger than you are. How do you start? How do you continue? How do you even think about it all?
Learn how to ride the waves of change in a way that is creative, exciting, and profitable for both you and your successor. Learn what to do when the path is blocked, when conflicts arise, and how to go beyond being stuck. Improve your business’ value and what you may receive for it. Then increase the odds that someone qualified will buy it and pay for it. You owe it to yourself, your family, employees and customers to have a good plan to deal with change if you want or need to leave your business unexpectedly now or in 30 years.| Learn: | |
| ◊ How to determine transition readiness
◊ Motivation & valuation-What’s first? ◊ Leadership: inspiration and delegation ◊ The costs and rewards of exit planning ◊ Finding a buyer, reaching agreement ◊ Teaching the new owner to succeed ◊ Sale, buy-sell & employment contracts ◊ Moving from the present to the future |
◊ How to deal with the unexpected
◊ What to do when you hit obstacles ◊ Using conflict for creative new ideas ◊ Getting support from staff and family ◊ How to have fun in the midst of change ◊ Beliefs that hinder or facilitate change ◊ Mastering the art of letting go ◊ Working and living your dreams |
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The time to act is NOW! Exit planning is a process and more time means more options and less risk. Take action by calling John Anderson at Be Cause Business to learn more. Of course, there is no obligation. John could mean the difference between a smooth transfer and sale and no transfer or a troubled exit. This call could mean an extra $100,000 or more in your retirement account. Call 800.249.1622 now and learn more. Short Background Sketches of Two of Our Exit Planning CoachesJohn E. Anderson, MS Management, is a management consultant, coach and facilitator. John has founded and sold several successful businesses. John earned a Master of Science degree in Management and two certificates from Antioch University, Seattle in 2005. The first graduate certificate is "Business Leadership and Change Management" and the second is "Integrated Skills for Sustainable Change." He worked for a Chicago-based, international consulting firm where he won awards for quality and performance. After obtaining his master’s degree, John did Katrina recovery construction management in Mississippi for a year. John is a trained and experienced coach and consultant to firms in Oregon, Washington and Florida. He is a member of the Institute of Management Consultants. John has assisted business owners in the success of their organizations since 1970. He earned a bachelor’s degree and did post-graduate studies in philosophy, anthropology, finance and accounting working as a business trade newspaper editor in New York. John’s experience founding and selling ventures, researching and collaborating gives him deep expertise in closely-held ventures. Dr. Gary Reiss holds an LCSW, PhD., and is a diplomat in process-oriented psychology. Gary has a private practice in Eugene and Portland, Oregon, and teaches process-oriented psychology worldwide. His specialties include family therapy; working with organizations, businesses, and groups of all kinds; world-work facilitation in hot spots in the world, particularly his work with Israelis and Palestinians; and integrating process work with medicine, spiritual approaches, and business. Gary has consulted extensively with small and large businesses, non-profits, professional organizations, and different communities. He is also known for his interventions with people in comatose states. He is the author of five books: Changing Ourselves, Changing the World; Leap into Living; Angry Men, Angry Women, Angry World; Vital Loving, and Beyond War and Peace in the Arab Israeli Conflict. His books The Dance of Sex, Dreaming Money, and Befriending Coma will be released in 2008. The fee for our Introduction to Exit Planning Program is $79. Call to schedule your introduction to exit preparation. Use major credit cards with PayPal's secure website via www.BeCauseBusiness/checkout |