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Our Process

    An Exit Isn’t Built in a Day


    Building Rome and planning a business exit have much in common.
    Both require strong foundations.
    Both should be able to withstand unforeseen events and adapt to the needs of the Caesar/owner.
    Both require more than a day.


    Strong foundation

    In our opinion the only successful business exits are those that meet all three
    of an owner’s primary objectives:

    • Leaving the company on the date an owner chooses;
    • Leaving the company to the successor that an owner chooses;
    • Leaving the company with the amount of cash desired to secure a comfortable post-business life.

    You may have additional objectives that we will explore as we create your plan. The foundation of your Exit Plan will be your objectives, not ours.


    Flexibility and adaptability

    Great Exit Plans help keep owners on track to successful exits. They provide for changes in the company, in the make up of key management, in company profitability and in the owner’s health and personal life. While we put Exit Plans in writing so that you can hold your advisors accountable for their progress in moving you toward your exit, plans are not inscribed in stone. If you change your mind about leaving your company to a child, or if a third party buyer unexpectedly approaches you, a well-designed plan adapts.


    Planning takes time

    “How much time does it take to plan a successful exit?” is a great question.

    The answer depends on your objectives and on your answers to our many questions including:

    • Do you have a strong management team in place?
    • Does that team want, and is it prepared to pay for, your ownership interest?
    • Is your cash flow growing?
    • Are there third party buyers active in your marketplace?

    We can’t tell you exactly how much time will elapse between today and your retirement party.
    We can tell you that the more time you give us to plan, the more likely it is that your strategy will succeed.

    We provide a snapshot of a “typical” Exit Planning timeline.
    Of course, we’ve created both shorter and longer timelines for our clients.

     

    We provide a Comprehensive Business Strategy inclusive of a Business Valuation and a timeline of events to implement to insure a MAXIMUM value for your business at time of sale in addition to a sound strategy on how to implement the suggested course of action individualized to each unique business.

     

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    •   1750 N Maitland Ave, Maitland, FL 32751
    •   (321) 304-4009 (phone) | (321) 304-4103 (fax)
    •  bordroom@evershore.com

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    Evershore Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

    Certain individuals associated with Evershore Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Evershore Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.  3121051 DOFU 6/2020

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    Registered in the following states: California (CA), Florida (FL), New York (NY), Pennsylvania (PA)

    Insurance licensed in the following states: California (CA), Florida (FL), New York (NY), Pennsylvania (PA)

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