Whether your transition plans are short- or long-term, having a solid exit plan and the right tools allow you to exit on your terms as part of the 2% Exit Club℠.
Apex Exit Advisors is a highly specialized advisory firm built on the unique perspectives, experiences and skills you need to reach the top and exit on your terms. We are not business brokers or intermediaries. Instead, we combine the principles of financial planning, business planning, value enhancement, merger and acquisition practices, and capital markets to focus on the factors you need in order to transition on your own terms.
Our Approach
We often see a tremendous gap among owners who do not fully integrate all facets of a comprehensive planning process to successfully transition out of their businesses. This lack of integration can lead to planning conflicts, missed opportunities, seller regret, second guessing, and even financial failure.
Apex Exit Advisors has the unique skills and expertise needed to lead you to the top and then help you safely navigate your retirement journey or prepare for your next adventure. We use a collaborative and all-inclusive process that encompasses over 200 business value drivers and financial planning checkpoints that integrate your personal, family, business, financial, legal, and tax elements along with timing and market conditions to create a custom-tailored plan or select and implement those components that make sense for your situation and timing.
Apex Exit Advisors can either collaborate with your existing team of professionals as the lead navigator, or we can deliver a complete solution, partnering with the required professionals on your behalf.
The 2% Exit Club℠ Process encompasses:
- Goals: Aligning your business and personal goals.
- Assessment: Avoid risk, protect and build value, ensure success.
- Design: Fully integrated plan to get you to the top and safely back down.
- Value Creation: Building value along the way; leveraging value at the top.
- Timing: Monitoring market conditions.
- Transition: Implementing and executing the sales or succession process.
The 2% Exit Club℠ Results
Your results: Clarity, confidence and peace of mind.
With your 2% Exit Club℠ plan, you will have a clear, all-inclusive and flexible plan that strategically charts your pathway to the top and achieves your transitional goals. Plus, your plan is designed for a safe journey, allowing you to move through your next adventure with confidence and peace of mind.
