Get Your Mind Map On The Exit Planning Process

Exit Planning

Business exit planning is a process. We've developed a mind map that shows you what that you need to do as you go through this process.

This mind maps shows you some of the following things:

Why financial and mental readiness are the first steps.
How to decide what method you might want to use for leaving your business.
Some things to think about as it relates to key employees in your business.
What getting a financial windfall might mean in your personal life.

There are seven steps to leaving your business. This mind map process might help you think about how those steps relate to each other.

To get this mind map, please fill out the form on the right side of the page.

Stage 2 Planning Partners

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DISCLOSURE: Securities and Investment Advisory Services offered through NFP Securities, Inc. (NFPSI), member FINRA/SIPC. Stage 2 Planning Partners and NFPSI are not affiliated.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFP Securities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Securities, Inc. Compliance Department at 512-697-6000.

NFP Securities, Inc. does not provide tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax, and legal counsel.

Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.