Business owners are faced with many challenges when doing the planning related to a successful exit. Typically, business owners focus on day-to-day operations far more than on retirement, or on keeping the business going in the event of death. Business owners need your help!
You can rely on our expert guidance – we’ll help you target potential opportunities and navigate through the entire planning process.
We offer the following exit planning tools – at no cost:
Access to a Succession Consultation Group
Materials that will help motivate and engage your clients
Professional review of a completed business succession fact finder
A report summarizing the findings
Participation on conference calls with you and your clients
Analysis including applicable ideas, agreements and concepts
Undeniable value to your client
Owner aged 45-60
Substantial owner net worth
Owner wants to exit business in 2 to 10 years, or transfer the business at death
History of stable earnings over a period of years
Annual revenue of $2 to $50 million
Sustainable and transferable cash flow
5 to 100 employees
We deliver the most relevant tools for you to use – please contact your us today for assistance with growing your share of sales in the business insurance marketplace.
Excellence, Passion, Integrity, Collaboration and Creativity – our core values since 1974
The EPICC Center is the online source for financial professionals, designed to provide them with the essential elements they need to run their practice and increase their bottom line including breaking news, carrier / product information, market trends, sales ideas, marketing tools & resources and more.