Charles S. Wilson, CPA/CFF, CGMA, CBEC | CERTIFIED BUSINESS EXIT CONSULTANT | 281-993-4530 | charlie@wilsonaccounting.net
         

[fname], thanks for requesting my free report on 5 Business Exit Plan Strategies and 4 Business Owner Types.

 

You should have been able to download it on the thank you page you were taken to after you requested the report.

 

If not, here is the link to my webpage where you can download it:

http://www.charleswilsoncpa.com/exit-plan-free-report-thanks.html

 

It is a quick read and should only take 10-15 minutes to go through but it is worth the time if you are seriously considering exiting or selling your business AND you want the transaction plus the transition to help you reach your business / lifestyle / retirement goals.

 

You'll notice I just used 3 different goals (business / lifestyle / retirement) because not all business owners want the same thing when they EXIT.

 

Some may want to 'stay on' and work in a lesser capacity just to keep themselves active.

 

Some people want to generate the largest 'sold' check they possibly can as they walk out the door and toss the keys to the new owner.

 

Others want to sell or transfer ownership of their business to someone working in the business, be that a person or a management team they've developed over the years.

 

Still others want to pass along the business to their children or a relative that's in the business or a similar business.

 

Any and all of these EXITS have different impacts on you, your family, your tax situation and your investments.  And it pays to PLAN THEM well beforehand so you're not at the mercy of a time or financial crunch.

 

The report and other free educational materials I have links to in this email and on my website will help you navigate the process.

 

And if you need some advice, you're welcome to email me of call me here at the office at 281-993-4530.

 

If you have a minute [fname], please email me back and let me know what you think of the report...

 

Regards, Charlie

 

Charles Wilson, CPA/CFF, CGMA, CBEC

Charles Wilson, LLC

307 S. Friendswood Dr, Ste B-2
Friendswood, TX 77546
281-993-4530 (O)
866-567-3975 (F)
charlie@wilsonaccounting.net

 

 

   
         
         

         

Charles Wilson, CPA/CFF, CGMA, CBEC is a Certified Business Exit Consultant and is affiliated with Pinnacle Equity Solutions, Inc., an Exit Strategies Training and Solutions company.  Parts of the content in this email are taken from previous Pinnacle Equity Solutions, Inc's. newsletter library and website in accordance with Charles Wilson's certification in Pinnacle's Certification and Membership Program. All Copyrights are the properties of Pinnacle Equity Solutions, Inc. and Charles Wilson, LLC and their respective owners.