Closing the Business Owner’s Value Gaps

EXIT PLANNING INSTITUTE WEBINAR

Closing the Business Owner's Value Gaps


Business owners overestimate the value of their business and underestimate the financial amount they will need to post sale to live for the rest of their lives. Holistic financial planning as practiced by Legacy Planning Exit Planning team helps the business owner prepare to close those gaps. We recommend every business start with a valuation. This is our opportunity to introduce an M&A expert. We also recommend business coaching to help remove the owner from the center of control and make sure there is a leadership and management team in place that can drive business success. We also interview the owner’s accountant and attorney to make sure they are up to the job. Basically, this professionalizes the operations of the business. And on the personal side we follow an approach that leads to “risk” management and projections of wealth needed to maintain lifestyle post sale for the rest of the owner and spouse lifetimes. As a result, we cover Estate Plan, Business Agreements, Property Risks, Emergency Management Plan and liquidity needs.

Learning Objectives:

  • How to begin a conversation that leads to an engagement
  • Technology and techniques utilized in the engagement
  • How to maintain control of the engagement
  • Using holistic financial planning to answer the questions, “Keep” or “Sell”

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About the Presenter


 

Jan Graybill, CFP, CLU, ChFC, MSFS, CEPA

Jan Graybill, CFP, CLU, ChFC, MSFS, CEPA

CEO & Managing Partner

Meet Jan Graybill:

As CEO and Managing Partner Jan Graybill is committed to a client experience that is goal focused and planning driven.

Utilizing his 40+ years of experience as a financial advisor, Jan helps guide clients through business and life cycle transitions to pursue their financial goals.

Since founding in 1999, Legacy Planning has developed a specialization in four key areas of financial decision making: business owner succession planning, family office consulting, corporate retirement plan services and comprehensive financial planning. Completing our holistic approach, we seek to collaborate with current trusted advisors to maximize the effectiveness of your financial decisions.

Jan has a Master of Science in Financial Services from The American College, and a business degree from Millersville University. In addition, he is a Certified Financial Planner™ professional (CFP®) and a Certified Exit Planning Advisor (CEPA®).

Jan and his wife, Alisa, reside in the Lehigh Valley close to their two daughters and their families which combined has given them five grandsons. In addition, they are very proud of their daughters’ ongoing contributions to Legacy Planning’s success as they have both been employees now for over a decade.

When not spending time with their grandchildren, they also enjoy visits to their home in Ocean Reef, Key Largo, FL.

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