Insights & Info

Insights > What is Exit Planning?

What is Exit Planning?

By Generational Equity

Exit Planning

One of the most difficult decisions a business owner can face, and the one most put off far too long, is how and when to exit from the company they created and nurtured. For many, the business is completely intertwined with their psyche. The thought of eventually leaving and, even more so, the notion of someone else running the business, is unsettling and sometimes downright distasteful.

Fortunately, Generational Equity and its team of skilled exit planning advisors and dealmakers, are specialists in helping entrepreneurs consider and plan for an exit via the transfer of the business to a third-party owner. In many cases, once we have helped the founder realize that under new ownership, the business may actually be able to grow beyond what was possible under original ownership, the idea of selling and moving on to the next phase of life starts to look very desirable.

But getting to that point is not always easy!

Our process starts by having the business owner attend one of our exit planning conferences. We have designed these to be highly educational, informative, and require no obligation on the attendee’s part at all (other than a few hours of time). In fact these are complimentary. We firmly believe that the nation is facing a crisis over the next 20 years as more and more baby boomer business owners are forced to consider exiting under less-than-desirable circumstances.

So, our goal is to help them not only come to the realization that an exit will eventually occur, but to also methodically and properly prepare both the business and the owner (and in many cases the entrepreneur’s family) for an orderly exit.

But This Does Not Happen Overnight!

Our motto is simple: Selling a business to an optimal buyer at an ideal price is a PROCESS not an EVENT.

Far too many business owners do not realize that the time to start planning for an exit is from the day you first open the doors of the business. Why? Because every decision you make over time should be with this goal in mind.

How does this better prepare the company for a buyer? How can we reduce the risk associated with this company so buyers are comfortable and believe our future is secure upon my exit?

These questions are critical to your ongoing decision-making process, but especially so in the 3-5 years before your actual exit. That is why we invite business owners to our conferences, many of whom have no exit plans formed at all. The education on how and when to exit for the most profit begins at our conference.

So What is Exit Planning?

It is taking control of your financial heritage and the legacy you will be leaving with the company once you eventually exit. And all you have to do to start is set aside a few hours to attend a Generational Equity conference. You will find it extremely valuable. Don’t just take my word for it, here is what a few of our clients have said about the value of attending:

If you are interested in taking control of your future and planning for an orderly exit from your company, then you really need to attend one of our conferences in your area. The following links will help you do so:

By Carl Doerksen, Director of Corporate Development at Generational Equity.

© 2021 Generational Equity, LLC All Rights Reserved

Make an informed decision

The best decisions in life are informed decisions. We release educational business insights like this every week. Subscribe to make sure you don’t miss the latest news, views and analysis.


Success, you have been added to our list.

Generational Equity’s assistance was invaluable in compiling and marketing our business.
Bil MacLeslie, CEO, ipHouse
I couldn’t have asked for a better team than Michael and Deborah. We couldn’t have done it without them.
Robert Evans, President and CEO of Mealtracker Dietary Software
Your wisdom and experience were invaluable to me during this once-in-a-lifetime transaction.
Ralph Noblin, President of Noblin & Associates
Bruce and I wanted to take this opportunity to thank Generational Equity for assigning Musa Jagne to our transaction. In Bruce’s words, “Musa did one hell of a job for us!”
Karen S. Williams, CFO, BW Manufacturing
Tom Staszak is one of the most professional people I have dealt with in my last forty years of business. You’ve got a great group of people and you have built a truly professional organization.
Michael J Polarek, President, Paragon Packaging
Thanks again Phil and feel free to have a future client call me if they would like a referral. You are a true professional!
Andy Graham, Vice President, Modern Heating & Plumbing
Thank you again for all your guidance and support. Any company will achieve what they intend, if they have you on their team!
Rick Nowak, President/CEO, Kurz Electric Solutions, Inc.
We were happy to see the interest in our company and what we cherished has not just a valuable company but an important company to the communities we served in.
Larry Moore, Owner, A Company Portable Restrooms
I must say that I have never worked with a more driven, competent and focused individual as Don Ho.
Jay Dinnison, Owner of Sharpe Mixers
I wanted to write you a quick letter to express our appreciation and our delight on the outcome of helping us through the process of our recent sale. We are very happy with the end result, and are very happy to be able to move forward with all of our future growth plans.
Terry D. Wickman, President, Keytroller
The help you provided us during each step of this process made us feel very comfortable and confident we were selecting the right approach to transition our Company.
Andy Graham, Vice President, Modern Heating & Plumbing
Dear Chris and Andre, I just wanted to say thanks for all your help. Even though this process was not an easy one, it was comforting to know that I had a capable team standing beside me. You made me feel like we were almost your only client or at least the most important one. Thanks again, and I will recommend your service in the future.
Shenille Engelhart, Owner – CLS Technology
I am pleased that I was able to work with Andrew Byrd throughout this experience. From the first meeting we had in Minneapolis I felt that I was in good hands. His knowledge and expertise is second to none. He guided the process consistently throughout. I feel lucky that I was pared with Andrew and could not be happier that I chose Generational Equity to handle this major life event. Thank you Andrew and GenEq for everything!
Eric Erlandson, Owner, Action Fastenings, Inc.
We thank you Eric and Generational Equity making our dream come true.
Larry Moore, Owner, A Company Portable Restrooms
I quickly recognized that Don was working for Sharpe Mixers above all else, and held our interests above others.
Jay Dinnison, Owner of Sharpe Mixers
I would like to thank you and your firm, Generational Equity, for being our valued advisors in our journey.
Bil MacLeslie, CEO, ipHouse
I need to say an immense thank you to Don Ho for his stellar work ethic, attention to detail, and tireless effort. Also thank you to the whole crew at GE! Without you, Don could not do such a phenomenal job. We were shooting for closing and funding before the end of 2020, due to the uncertainty of the political landscape and taxes. I am happy to report we closed last week and will be funding tomorrow.
Dr. Caty J. Catron PhD, RN, VA-BC – Owner, Vic The Picc, LLC
We are very happy with the end result, and are very happy to be able to move forward with all of our future growth plans.
Rick Nowak, President/CEO, Kurz Electric Solutions, Inc.
We are extremely pleased with the way Generational Equity handled the sale of our company. Your associates, Tom and Chris, did an outstanding job of getting us (me) through the process.
Michael J Polarek, President, Paragon Packaging
Greetings Mike. Thank you for the captivating and compelling presentation you made at the Phoenix presentation last week. Over many years in business yours was the most informative and well-presented presentation, on any subject, that I have ever attended! Your energy and enthusiasm combined with your concise and captivating support of your positions with easily understood examples and data was compelling.
Pete L.
T.D., thank you so much! You are a great leader! I love how you are using your gifts and talents to better others. You are clearly a GREAT COACH! This 3 day session undoubtedly changed the future of our business, and very well may have been the sole catalyst to save my company, my health and my marriage! A genuine “thank you” from the bottom of my heart.
Bryan D. Horn, Owner, Over Under Clothing
We will highly recommend Generational Equity and Musa Jagne to any business owner about to embark on the same process.
Karen S. Williams, CFO, BW Manufacturing
We knew it would be a difficult task to have someone really understand our business and our market, prior to researching a possible buyer, so it was imperative that we found someone of your caliber, with definite proven experience in this area.
Rick Nowak, President/CEO, Kurz Electric Solutions, Inc.
Michael worked tirelessly, He followed every lead meticulously and urgently to make sure nothing was missed.
Robert Evans, President and CEO of Mealtracker Dietary Software
The process was much more involved than I expected and your help, experience and advice was a big factor in making the negotiations go as smoothly as possible.
Terry D. Wickman, President, Keytroller
Generational Equity educated and informed us – so that we could be on the upside of a good decision (to sell).
Bil MacLeslie, CEO, ipHouse