Design

Designing Your Path to the Top

With the phase complete, we’ll chart your path to the top, so you join the 2% Exit Club℠. This path will protect your ownership while growing your business, enhance business value, address tax and personal wealth needs, and carefully select the exit routes that align with your goals. The plan creates readiness and flexibility, so you can seize market conditions at the optimal exit time.

We seek all relevant exit channel scenarios, measuring each one based on risk, value potential, length of execution and probability of success, and make our recommendation. The chosen scenario is integrated into a comprehensive checklist of design components to ensure all bases are covered.

Below is a partial checklist of components that must be included in the design of your 2% Exit Plan℠ along with the responsible parties. Apex Exit Advisors can either collaborate with your existing team of professionals as the lead team navigator, or we can deliver a complete solution, partnering with the required professionals on your behalf.