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Phone
   813-288-7379

Fax
   813-286-8168

Address
   4427 W. Kennedy Blvd.
   Suite 200B
   Tampa, FL 33609

 

 

 
 
    Executive Briefings
  

Executive briefings are provided at no fee to interested business owners. They outline, in one concise hour, the 7 Steps necessary to develop and execute an effective business Exit Plan.  

 

Here are the 7 Steps covered in our executive briefings:

  

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Establishing owner objectives

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Establishing business value

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Building optimal value and cash flow

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Selling to a third party for top dollar

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Transferring ownership to management or family members

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Developing a contingency plan for your business

bullet Planning for Family wealth preservation
 
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