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 taking the fifth of 5 Exit Strategies for exiting owners, that being #5 - Gifting Strategies.

 

If you want to learn more about this strategy, go to page 12 in my free report.  Today I'm going to go over the FIRST STEP in determining the best type of EXIT STRATEGY available to you as you as you exit your business.

 

Your Next Step: Taking the Business Exit Readiness Index (BERI) Survey

 

Over the last month in these emails I've been harping on the fact that your FINANCIAL & MENTAL Readiness to exit your business determines what TYPE of business owner you are today.

 

And your business owner TYPE then helps determine which one or combination of business exit Strategies, is best for you.

 

So the best way & next step in figuring all this out (if you have not done so already) is to click on one of the links in this email below, and take the BERI survey.  I promise it is quick, simple and will give you a snapshot  of where you are on the Business Exit Quadrant Chart.

 


 

Your 'Owner Type' Determines Which
Exit Strategies Are Best for You.
What Type Are You?

 

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.