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

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

 

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

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

 

Because I don't know if you are thinking about exiting your business in the next 90 days or you're thinking out 3-5 years ahead, I'll tell you there is a 6-STEP process you should go through regardless of what your exit GOAL is.

 

This is covered starting on page 3 of my report but the 6 steps are:

 

Establishing Your Exit GOALS

 

 

Measuring your FINANCIAL and MENTAL READINESS

 

 

Identifying the TYPE of Exiting Owner you most Resemble

 

 

Learning and Choosing your OPTIMAL Exit OPTION

 

 

Understanding the VALUE of the Option you Choose

 

 

And finally EXECUTING Your Exit Strategy PLAN to Achieve Your Exit Goals and Protect Your Illiquid Business Wealth

 

If you want to learn more about the 6-Step Exit Process, I recently held a webinar on the subject and went in depth on each step.  You're welcome to WATCH the video webinar REPLAY at the link below:

http://www.charleswilsoncpa.com/exit-plan-webinar-replay.html

 

As always 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 Webinar Replay...

 

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.