Exit Planning in Miami and Latin America

An exit strategy, exit plan, or strategic withdrawal, is a way to terminate either one's ownership of a company or the operation of some part of the company. Entrepreneurs, business owners and investors devise ways of recouping the capital they have invested in a company and the capital gains they have generated. The most common strategy is simply to sell their business or equity position to someone else.

To devise a well planned exit strategy one should consider three basic questions:

At which point in time will I want to sell my business?
How much is my business value and how much cash flow do I want for the years after my exit plan is executed?
Who do I want to transfer my business to?

There are many other details involved in the exit plan process, like selecting the right team to help you with the execution of the exit plan, a well thought tax impact strategy, who would you like to cover with the financial security that the exit plan will generate, do you want to benefit other members of your family, employees or friends, would you like any provision that protect any emotional elements that you have developed along with your business?

Our professional team is prepared and aware for the many intricacies of the exit planning process. All of us know that an exit plan is a combination of financial expertise, strategy and operations, and overall, the emotional element. Planning the exit of your business is one of the most sensible business transitions of all.

We will work closely with your accountants and your lawyers to arrive to the best exit plan, and we will help you on its implementation. As in all we do, we see the exit plan and its implementation with a process approach. We will follow this process with the following phases:

Define the Objectives of the Exit Plan
The Exit Plan objectives are the owners objectives. We will consider the ownership structure and the relations with partners and main equity stake holders to map and understand the owners and his business present situation. We will clarify the main three elements of the exit strategy; At which point in time will I want to sell my business? How much is my business value and how much cash flow do I want for the years after my exit plan is executed? Who do I want to transfer my business to?

Determination of Value Elements
We will identify the main Value Drivers and we will be able to detect any hidden Value Drivers. Hidden Value Drivers could be the ones that are sub valued if left at their present shape, or Value Drivers that are not present and can be included with minimal resources. The question at hand will be, is there opportunity to increase value with a simple grooming processes?

Grooming and Shape Up
We will execute any grooming opportunities along with other advisors of your trust’, like your lawyers, accountants, insurance and estate planners, to execute the actions that will enhance the Value Drivers of your business.

Protect Value Drivers
We will work with your team of advisors and your business management to set mechanisms that ensure the Value Drivers are preserved during the exit planning phase, and its execution.

Devise Options of Transferring your Business
We will map the options available for you to transfer your business, either to a third party, or to other family members or employees. We will present to you the pros and cons of each one of them in a clear and easy to evaluate manner.

Selection of Transfer Option and Timing
We will help you select the option of transfer, and the timing of it. At this point the exit plan will show you the synchronization of the timing originally set by you, and how the conditions of the market could impact delaying or accelerating its execution. You will be able to evaluate the optimal timing of the transfer.

Business Continuity Assurance
We will detect all foreseeable contingencies that your business might encounter during the transfer stage and will set a discrete plan to ensure a communication, and business procedure set of actions that will safeguard your business against them.

Transfer
We will take you by the hand in the execution of the transfer. We will put all the resources of the Sunbelt Network, and our group of professional intermediaries so you can select the best buyer available, and execute the transfer of your business.

Fit Transfer into your Personal Wealth and Estate Plan
We will make sure that the transfer and its execution fits perfectly with your Estate plans by working closely with your trusted advisors. We will put to your benefits our comprehensive set of tools and resources so you get the best possible from your transfer.

At Mercury Business Advisors (dba Sunbelt Business Advisors) we will take care of your exit plan in all its phases with integrity, professionalism and zeal. Contact us for a free consultation on the benefits of preparing an Exit Plan before selling your business.