Why an Exit Plan?

As someone who is new to selling a business this was very valuable to me. I took the online assessment, and it was a big eye opener for me. I can humbly say that I didn't know the first thing about selling my business. This tool and many others that Jay utilizes are invaluable and will take a lot off my mind when I leave the company permanently.

John LaBrake, Founder/President - Love at First Bite Catering

John@LAFBCatering.com (714) 369-0561

The Assessment was quick and easy and gave me a real feel for how unprepared I was for Exit. While this will be a friendly exit with an internal employee, there are many moving parts that need to be completed if I and the employee are not going to get hit with significant tax issues. The Owner Centricity Quiz hit me between the eyes on all the aspects of the business that I was sole controller of, and how much transfer of knowledge would be necessary before I could walk away.

Rich Uzelac, Owner/Founder - GoMarketing.com

Rich@GoMarketing.com (818) 943-9647

The Online Assessment and Exit Planning process with Jay was worthwhile and taught me the initial steps on how to transition my business. Working out well so far. Trying to retire completely by the end of next year. It is very worthwhile helping me think about the functions in the Company that need to be handled when I am gone.

Sandy MacDougall, Founder/President - Mortgage Vintage, LLC

sandy@mortgagevintage.com (949) 632-6145