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Business Exit Planning

We are committed to providing financial strategies and emotional support for business owners and individuals by providing planning services for and working towards successfully executing one of the most important financial event of their lives---the transition out of their business into the next chapter of their lives.

As a successful business owner, you set and attain goals every day.  You chart a course for your company, adjust it when necessary, and constantly create innovative ways to overcome new challenges and take advantage of new opportunities.  We call this working "in" your business.

At PRI, we make a distinction between working "in" your business and working "on" your business. Working “on” your business means creating value for a future exit. We help business owners bring the two together by integrating their personal financial plan with their overall business exit plan.

The Facts

  • 2.34 million private businesses in the U.S. are owned by baby boomers, most of whom will retire in the next 10-20 years, and 70-80 percent of these business owners have no succession plan. (Crain's Detroit, October 2017)
  • 88% of business owners do not have a written plan to transition from current ownership. (, February 2017)

What This Means to You
  • To exit your business on your terms it helps to have a plan.

  • Your plan should include personal and business objectives, both for the present and looking forward 5 to 10 years and beyond.

  • A planned transition can help create order and motivation which enhances business value.