Succession and Exit Planning Clarity John O`Dea

John O’Dea
Succession and Exit Planning Clarity
Ideal Client:
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Business owner age 60 +/- 5 years
Owner of a closely held business
Interested in comparing internal and external sale options
Revenues $5 – 50mil
Target Industries:
• Construction
• Architecture
• Manufacturing
• Vet and Vet Services
• Food and Beverage Mfg
• Property Management
Products and Services:
• Assessment of critical issues in exit and succession planning
o Business value for
party sale, internal
planning purposes
transfer, family, etc)
o Compensation
o Banking issues
benchmarking
o Growth systems
o Incentive planning
o People systems
o Transfer system
o Financial systems
comparison /
o Business continuity
education (ESOP, third
o Personal wealth and
estate planning
925.952.6138 \ [email protected] \ www.nfp.com
3470 Mt Diablo Blvd #A100 \ Lafayette, CA 94549
Comparing the options to turn ownership into cash can be confusing:
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Net of fee’s and taxes while adjusting for risk = what approaches deliver the
best financial and nonfinancial performance?
Failure in the process is costly and potentially unrecoverable:
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Taxes, advisory fees, foreclosure and loss of customers, reputation and
more.
And, finding experienced advisors without bias is hard:
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ESOP vendors, investment bankers, business brokers, wealth managers
Potential Results:
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Lower taxes
Increased buyer competition
Faster sale cycle
Hedged long term risk
Increased risk adjusted return net of fees/taxes
Summary: John O'Dea, CExP, CLU
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Certified Exit Planner (CExP)
Process oriented approach to exit strategy discovery, design and execution
Fee based and implementation independent advice
Disclosure:
Securities and Investment Advisory Services offered through NFP Securities, Inc., Member
FINRA/SIPC. NFP Securities, Inc. and NFP Insurance Solutions are subsidiaries of National
Financial Partners Corp. (NFP)
Circular 230 Disclosure: To comply with regulations issued by the IRS concerning the
provision of written advice regarding issues that concern or relate to federal tax liability, we
are required to provide to you the following disclosure: Unless otherwise expressly reflected
herein, any advice contained in this document (or any attachment to this document) that
concerns federal tax issues is not written, offered or intended to be used, and cannot be
used, by anyone for the purpose of avoiding federal tax penalties that may be imposed by the
IRS or promoting, marketing or recommending to another party any matters addressed in this
document or any attachment.
925.952.6138 \ [email protected] \ www.nfp.com
3470 Mt Diablo Blvd #A100 \ Lafayette, CA 94549