Business Transition and Exit Planning Services
-Is Your Wealth Locked Up In Your Company?
-Do You Know What the Current, Objective Value of your Business Is?
-Do You Know How Much Money You'll Need to Exit Your Business on Your Terms?
-Do You Know How To Convert The Value Of Your Company to Cash, Through an Inside Transfer or Third Party Sale, While Minimizing Risk and Your Tax Consequence?
We Help Business Owners Answer These Questions Every Day.
We help you create your Exit or Transition Plan, coordinate your advisors around it, and help you implement Your Plan based on Your Timetable and Your Objectives.
Your Exit Path should be driven by your goals and objectives. We aren't vested in promoting a particular goal, we work to identify and accomplish your goals. Our approach works because it is customized to help you accomplish the successful exit or transition that you desire.
CLICK HERE TO COMPLETE YOUR TRANSITION PLANNING ASSESSMENT
Choosing the First Step on Your Exit Planning Path
Exit or Transition Planning is the creation and execution of a strategy allowing business owners to transition out of their business on their terms and conditions. It is an established process that results in a written road map, or Exit/Transition Plan. It involves the efforts of several professionals, facilitated and led by an Experienced Exit Planning Advisor, who assures the creation of your plan as well as it's timely execution
To learn more about the various components of a successful Exit Plan,
Click on any one of the icons below.
A Quarterbacked Approach
This graphic shows some of the advisors or technicians that may play an important role in your transition planning process. This Graphic also shows, how our Exit Planning approach moves you, the Business Owner to the control position in the transition planning process, and puts a CORE Advisor in a position to do the heavy lifting. We coordinate the required technicians and collection of the important information to create and implement an Exit Strategy based on your goals and objectives. This lets you maintain control of the process while allowing you to do what you do best, work on your business. Our approach will reduce advisor costs, through a more efficient process, and optimize your net proceeds from the transaction, improving the potential for a timely, more valuable and successful exit.
CLICK HERE TO COMPLETE YOUR EXIT PLANNING ASSESSMENT
Managing Your Risk...Planning Your Financial Future
Due to the portion of a Business Owner's personal wealth that is tied to their business, there are unique financial planning and risk management essentials which need to be evaluated, addressed and monitored.
It is important for you to work with an advisor who has experience advising closely held business owners.
As it relates to your transition planning, if you have a Financial or Insurance Advisor that you currently working with, we can coordinate their services with those of the other specialists on your advisory team to assure the best possible outcome.
If you don't have someone that you're working with, we are able to deliver exceptional guidance to build, and most importantly protect your core wealth, through our associations with highly qualified Financial Planners and Risk Management professionals.
Contact Us Today for a exploratory session about our services
Terms and FAQs
Steven Baldo
Greetings, to give you some background, I'm the owner of CORE Strategic Business Solutions. I have over 30 years of business ownership and management experience, am a High-Performance Leadership Faculty Member and Coach, and a Certified BEI Business Transitions Advisor. I possess Real World Experience in the acquisition and merger of businesses, capitalization and financing of growth and expansion opportunities, as well as the transfer of businesses to a third party or through an inside transfer.
As a Business Enterprise Institute (BEI) Certified Exit Planner I have extensive training in the area of Exit and Transition Planning to help you accomplish the successful transition of your business. With access to a nationwide network of BEI Exit Planning Professionals and BEI's exit planning software (EPIC), I'm able to supply a comprehensive, cost efficient, and results driven approach to your Transition Planning Project.
As a business owner for over 30 years, I understand that your business is unique, and that cookie cutter and disjointed, haphazard approaches to this most important process are very costly to you as a business owner.
From the creation of your transition plan, to its implementation, right through its conclusion, my approach is focused on, and driven by, your desired goals and objectives.
LETS DISCUSS YOUR PLAN
Steven Baldo
Greetings, to give you some background, I'm the owner of CORE Strategic Business Solutions. I have over 30 years of business ownership and management experience, am a High-Performance Leadership Faculty Member and Coach, and a Certified BEI Business Transitions Advisor. I possess Real World Experience in the acquisition and merger of businesses, capitalization and financing of growth and expansion opportunities, as well as the transfer of businesses to a third party or through an inside transfer.
As a Business Enterprise Institute (BEI) Certified Exit Planner I have extensive training in the area of Exit and Transition Planning to help you accomplish the successful transition of your business. With access to a nationwide network of BEI Exit Planning Professionals and BEI's exit planning software (EPIC), I'm able to supply a comprehensive, cost efficient, and results driven approach to your Transition Planning Project.
As a business owner for over 30 years, I understand that your business is unique, and that cookie cutter and disjointed, haphazard approaches to this most important process are very costly to you as a business owner.
From the creation of your transition plan, to its implementation, right through its conclusion, my approach is focused on, and driven by, your desired goals and objectives.
LETS DISCUSS YOUR PLAN
