BEACON EXIT PLANNING - AMERICA'S EXIT PLANNER®
BUSINESS EXIT STRATEGIES
TO MINIMIZE TAXES AND
MAXIMIZE WEALTH
Expert advice and high-end
exit planning at a fixed price.
Discover custom one source, one fee exit planning and tax strategies that were once only available to the super wealthy.
BUSINESS EXIT STRATEGIES
TO MINIMIZE TAXES AND
MAXIMIZE WEALTH
Expert advice and high-end exit planning at a fixed price.
Discover custom one source, one fee exit planning and tax strategies that were once only available to the super wealthy.
ONE SOURCE,
ONE FEE EXIT PLANNING
Beacon designs and coordinates every aspect of your exit strategy to provide an advanced and holistic plan all under one roof, for one fixed fee.
It’s a comprehensive exit planning solution that helps you reduce — or completely eliminate taxes - so you can maximize your retirement and protect your wealth.
ONE SOURCE,
ONE FEE EXIT PLANNING
Beacon designs and coordinates every aspect of your exit strategy to provide an advanced and holistic plan all under one roof, for one fixed fee.
It’s a comprehensive exit planning solution that helps you reduce — or completely eliminate taxes - so you can maximize your retirement and protect your wealth.
WATCH the short video to understand what Beacon’s Exit Plan will do for you.
WATCH video to understand what
Beacon’s Exit Plan will do for you
TIME
You’ve spent your life building a successful company. Now it’s time
to spend more time away from
your business to reap the fruits of your labor — on your terms.
FINANCIAL FREEDOM
Many business owners have reinvested in their company to
create a valuable asset. The time
has come to strategically liquidate that wealth to help you achieve financial independence.
PERSONAL LEGACY
Your business is more than what
you do, it’s who you are. Leave a strong cultural legacy with your company, employees,
and community.
TIME
You’ve spent your life building a successful company. Now it’s time to spend more time away from your business to reap the fruits of your labor — on your terms.
FINANCIAL FREEDOM
Many business owners have reinvested in their company to create a valuable asset.
The time has come to strategically liquidate that wealth to help you achieve financial independence.
PERSONAL LEGACY
Your business is more than what
you do, it’s who you are. Leave a strong cultural legacy with your company, employees,
and community.
GET THIS RIGHT
THE FIRST TIME
“Around 70% of an owner’s wealth
is trapped in their business.”
“Your advisory team talks to you,
but are they talking to each other?”
“How much money will you leave on the table?
Uncle Sam could end up with more money than you!”
GET THIS RIGHT
THE FIRST TIME
“Around 70% of an owner’s wealth
is trapped in their business.”
“Your advisory team talks to you,
but are they talking to each other?”
“How much money will you leave on the table? Uncle Sam could end up with more money than you!”
-
Business owners reinvest most of their income back into their company. But how do you unlock that wealth (without being clobbered by taxes) so that you can live a financially independent lifestyle in retirement?
-
Your advisory team might be good at talking to you. The problem is that they’re not so good at talking to each other. This lack of coordination can leave costly gaps that increase your risk of unnecessary taxes during your exit.
-
It’s not how much you get, but how much you keep. Exiting your business using cookie- cutter advice could cost you over 60% in taxes and fees. Beacon’s high-end exit strategies can reduce — and even eliminate — that exposure.
GET THIS RIGHT
THE FIRST TIME
“Around 70% of an owner’s wealth is trapped in their business.”
“Your advisory team talks to you, but are they talking to each other?”
“How much money will you leave on the table? Uncle Sam could end up with more money than you!”
-
Business owners reinvest most of their income back into their company. But how do you unlock that wealth (without being clobbered by taxes) so that you can live a financially independent lifestyle in retirement?
-
Your advisory team might be good at talking to you. The problem is that they’re not so good at talking to each other. This lack of coordination can leave costly gaps that increase your risk of unnecessary taxes during your exit.
-
It’s not how much you get, but how much you keep. Exiting your business using cookie- cutter advice could cost you over 60% in taxes and fees. Beacon’s high-end exit strategies can reduce — and even eliminate — that exposure.
BEACON'S "D.A.D." PROCESS
Beacon’s customized process models multiple tax, financial and asset protection strategies into one cohesive plan so you have a confident vision of your financial future and secure retirement.
DISCOVERY
Your goals are the foundation for your exit plan. The process begins with extensive interviews so Beacon can align your business, personal,
and financial goals into a cohesive plan.
ANALYSIS
Assessing how your goals align with your legal and financial documents,
we help determine if they
support a smooth exit. If they
don't, then we formulate strategies
for you that will.
DESIGN
This is where the blueprint is built. Your custom plan includes multiple tax, financial, and asset
protection strategies to give you a clear vision of your financial future.
BEACON'S
"D.A.D." PROCESS
Beacon’s customized process models multiple tax, financial and asset protection strategies into one cohesive plan so you have a confident vision of your financial future and secure retirement.
DISCOVERY
Your goals are the foundation for your exit plan. The process begins with extensive interviews so Beacon can align your business, personal,
and financial goals into a cohesive plan.
ANALYSIS
Assessing how your goals align with your legal and financial documents,
we help determine if they
support a smooth exit. If they
don't, then we formulate strategies
for you that will.
DESIGN
This is where the blueprint is built. Your custom plan includes multiple tax, financial, and asset
protection strategies to give you a clear vision of your financial future.
THE ODDS ARE AGAINST YOU
Internal and External Sales
“At any given time 40% of the U.S. businesses are facing the transfer of ownership issue and the primary cause of failure… lack of planning.” SBA Small Business Administration
INTERNAL SALES – Fewer than 30% of all companies ever exit or transfer. Your retirement is at risk, and what you don't know could cost you millions.
EXTERNAL SALES- Fewer than 20% of companies that go to the market sell (10% in construction).
Your retirement is at risk, and what you don't know could cost you millions.
THE ODDS ARE
AGAINST YOU
Internal and External Sales
“At any given time 40% of the U.S. businesses are facing the transfer of ownership issue and the primary cause of failure… lack of planning.” SBA Small Business Administration
INTERNAL SALES – Fewer than 30% of all companies ever exit or transfer. Your retirement is at risk, and what you don't know could cost you millions.
EXTERNAL SALES- Fewer than 20% of companies that go to the market sell (10% in construction).
Your retirement is at risk, and what you don't know could cost you millions.
America's Exit Planner®
America's Exit Planner®
Our founder walked in your shoes when he sold an ENR Top20 Specialty Contractor business. Since then, we have become Amazon #1 best-selling authors, industry voices, and thought leaders in the exit planning in the contracting industry.
You may have heard us speak at a national convention or read our articles in
your trade magazine.
Now, we want to help you capture your hard-earned wealth.
Our founder walked in your shoes when he sold an ENR Top20 Specialty Contractor business. Since then, we have become Amazon #1 best-selling authors, industry voices, and thought leaders in the exit planning in the contracting industry.
You may have heard us speak at a national convention or read our articles in
your trade magazine.
Now, we want to help you capture your hard-earned wealth.
ONE SOURCE... ONE FEE EXIT PLANNING
FIXED PRICING
Such a complex process requires communication, a lot of it. Unlike traditional accountants and attorneys, our fees are a fixed price. This frees our customers to ask questions and be fully engaged without the fear of being nickel and dimed for our advice and coaching.
HOLISTIC PLANNING
Our planning process is independent of any transaction, meaning we are not hammers looking for nails. Our
sole focus is on your vision and the many options you
have as we guide you towards achieving financial independence.
ATTENTIVE COACHING
Exit planning is a multi-disciplined process. You must have a coach that can guide you through the complicated business strategies. Our approach and design puts you
in control to make the appropriate decision for
a successful execution.
ONE SOURCE...
ONE FEE EXIT PLANNING
FIXED PRICING
Such a complex process requires communication, a lot of it. Unlike traditional accountants and attorneys, our fees are a fixed price. This frees our customers to ask questions and be fully engaged without the fear of being nickel and dimed for our advice and coaching.
HOLISTIC PLANNING
Our planning process is independent of any transaction, meaning we are not hammers looking for nails. Our sole focus is on your vision and the many options you have as we guide you towards achieving financial independence.
ATTENTIVE COACHING
Exit planning is a multi-disciplined process. You must have a coach that can guide you through the complicated business strategies. Our approach and design puts you in control to make the appropriate decision for
a successful execution.
If you get this right, it could save you millions.
Don’t be stuck in the middle of your exit,
trying to figure it out yourself.
We believe you should be free to focus on your business…
while Beacon focuses on your exit.
If you get this right,
it could save you millions.
Don’t be stuck in the middle of your exit,
trying to figure it out yourself.
We believe you should be free to concentrate on your business…
while Beacon concentrates on your exit.
So, book your call today. And before we start, we encourage you to download our #1 Amazon Best Seller — The Contractor's 60 Minute Exit Plan. Know this — you don’t have to spend the rest of your life constantly worrying that you’ll run out of money. You can exit your business with the money you need to do everything you want to throughout retirement.
So, book your call today. And before we start, we encourage you to download our #1 Amazon Best Seller — The Contractor's 60 Minute Exit Plan. Know this — you don’t have to spend the rest of your life constantly worrying that you’ll run out of money. You can exit your business with the money you need to do everything you want to throughout retirement.
Copyright © 2021 Beacon Exit Planning. All Rights Reserved
Copyright © 2021 Beacon Exit Planning. All Rights Reserved
