Exit Planning - Preparing You and Your Company for Sale

Exit Planning is the holistic approach to designing a business-exit strategy that provides you maximum value for your life’s work.

An integral part of the planning process is the creation of a Business Owner Road Map and our Seven Step process to maximize value and achieve post sale bliss.

The Business Owner Road Map will give you peace of mind, because you’ll know that virtually every issue regarding your exit has been examined and addressed by your Advisory Team.

Positioning your business for transfer, even in a poor market.
Sheltering you from risks involved in a business sale to a third party or a transfer to an insider.
Letting you keep complete control over your ownership until you are satisfied that all aspects have been addressed to your liking.
Addressing any concerns you have about legacy issues, if you are interested in keeping the business in the family.

We hope you can make it!

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ABOUT THE ORGANIZER

Nick Blankl is a Managing Director with Consilium Wealth Advisory with nearly 20 years of investment and advisory experience working with business owners and large institutions.

Nick collaborates with business owners and acts as an independent advocate on behalf of business owners and their families who require highly specialized and comprehensive financial advisory services. His focus is to help clients achieve maximum value and minimize risk to their assets, specifically as it relates to the sale or transfer of their business.

Nick is a Chartered Financial Analyst (CFA) and a Certified Exit Planner (CExP). He holds an MBA in finance from the Marshall School of Business at the University of Southern California and BBA in marketing from Loyola Marymount University.