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

[fname], in the last email I talked about measuring your Financial & Mental readiness by taking the BERI survey in order to identify the TYPE of exiting business owner you are.

 

If you want to learn more about this type of owner, go to page 4 in my free report.  Today I'm going to go over what type of owner you are if you score HIGH on Financial Readiness and HIGH on Mental readiness.

 

If you score High on Financial readiness and High on Mental readiness, you are what we call a Rich & Ready to Go owner.  You can read more about this type of owner in my report starting on page 4.

 

Rich and ready to go exit owners have virtually any exit options available to them, as most of their wealth is not concentrated in the business. Many factors will contribute to exit options they choose, but they have a good deal of flexibility in choosing an option and in executing their exit strategy plan.

Here business owners are just cruising along in their business with plenty of investment assets and/or personal wealth in the form of real estate or other assets outside of the business. Work has turned into a hobby for them, they see it as a game to keep their mind occupied.

 

For some reason, these business people are now motivated to exit the business right away. They have no emotional attachment to the business, and a failed exit would be meaningless to their lifestyle because they do not rely on the income of the business to support themselves.

 

Is This You?  Are you a
"Rich And Ready To Go"
Type of Business Owner?

 

To find out you can click on the link below & take the BERI survey:

http://www.charleswilsoncpa.com/beri-survey.html

 

As you can see in the link, the BERI survey is short for Business Exit Readiness Index.  The survey is private & confidential and will produce a short report that I'll send back to your after you take it.

 

And again 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.

 

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.