Business Owner Videos
Exit Your Business on Your Terms
Despite our best efforts to live forever, 100% of all business owners will eventually exit their business. Even if you don't plan to exit your business anytime soon, it's important to start the process now and have a plan in place. It just takes a conversation to get started. Let's talk about your unique situation and how we can help you.
Why Work with a Certified Exit Planning Advisor?
When planning to exit your business, having the proper team in place is paramount to your success. As Certified Exit Planning Advisors, we help educate our business owner clients on all exit options and enter engagements with a holistic perspective that truly serves their diverse needs. You're the expert in your business. We have the expertise to help you plan for that next chapter.
Business Owner Presentations
Pre-Liquidity Planning Presentation
LJW Wealth Management provides sophisticated estate & tax mitigation strategies for business owners and executives planning for a future transaction. Learn more about our resources and capabilities to assist clients in every stage of the business cycle.
Business Owner Articles & Checklists
Know Your Gaps: Three Numbers Every Business Owner Should Know
Business Owners should calculate and manage each of the three gaps. Closing each gap can maximize value of a business at the time of exit, minimize taxes, and ensure the owners can accomplish their financial goals in the process.
Set for Life Questionnaire
What is your business' attractiveness score? This detailed questionnaire addresses and scores operations, market & industry, financial, legal & regulatory, and personal aspects of your business giving you a better understanding of where their business falls within the industry while identifying areas of strength and weakness.
Are You Ready? 10 Ways to Check if you are Ready for a Business Transition
What does 'ready' really mean for business owners? Use the checklist below to determine what needs to be in place to be 'ready' to transition.
What is Qualified Small Business Stock (QSBS)?
The purpose of the Qualified Small Business (QSB) Stock provisions under current federal income tax law is to promote direct investment in certain start-up small businesses and to reward successful risk taking. Learn more about the advantages and disadvantages under the Internal Revenue Code.