Free Book For Contractors Who Want To Exit Their Business In The Next 1 – 3 Years
Order your complimentary new book “The Exit Punch List” below and get a free Consultation
In this must-have book, you’ll discover…
Strategies to get your business ready for the sale, while managing the transitional phase
How to determine if your business is ready to sale and what is the best way to move forward
Ways to protect valuable assets in your business, such as employees and clients
How to spot the pitfalls that could cost you your most valuable asset—your business
Who Is This Book For?This book is for owners in the mandatory services industry who are preparing to sell, transition, or exit their business and want to maximize the value of what they've built.If any of these sound familiar, this book was written for you:- You're so busy running your business that you rarely have time to work on your exit strategy.- You wonder whether you're paying more in taxes than necessary.- You worry about being hit with a surprise tax bill before or after a sale.- You're concerned you're leaving money on the table when it comes to the value of your business.- You're looking for proactive advice, not professionals who only react when problems arise.- You wish your advisors would bring you strategies and opportunities before you have to ask.- You're frustrated by advisors who don't return calls or follow through promptly.- You're tired of chasing professionals to accomplish simple financial tasks.- You know you need comprehensive guidance, but you're receiving fragmented advice.- You feel like you're managing too much on your own.- You're ready to be done running your business but aren't sure what comes next.- You want to understand your options before taking your business to market.- You have assets spread across multiple accounts, entities, or properties and struggle to keep track of everything.- You're looking for advanced planning strategies tailored to your business and personal goals.- You're concerned your current advisors have become too comfortable.- You're frustrated by mistakes or missed opportunities that should have been caught.- You want confidence that your family will be prepared to steward the wealth you've created.- You're concerned your business, family, and financial future aren't aligned under a single plan.- You want a team that cares about your future as much as you do.- You know your business exit will likely be the largest financial transaction of your life—and you want to get it right.
Meet The Authors
Mark Deering and Jackson Wilcox are a team of financial wealth managers who help contractors plan a successful retirement. They use their expertise to guide contractors who want to sell their business in the mandatory services industry.As a contractor making informed decisions comes with the business. The stress of day-to-day decisions, community and
family responsibilities leave little time to plan a successful and fulfilling retirement. Finding the right financial partner can prevent contractors from jeopardizing a business built from the ground up. Without proper planning contractors end up working longer than they want too, which could lead to unexpected health issues and a suffering personal life.Mark and Jackson aim to help contractors create an exit plan that includes financial security and leaving the business in good hands. They utilize their personal experience—Jackson as a former business owner and Mark as a financial adviser—to create strategies that are unique to contractors in the mandatory services industry. Jackson and Mark understand what it means to work hard to grow a business and how to sale that business in a profitable way. The duo work with contractors to help establish a roadmap that can lead to a meaningful business sale and industry exit.In The Exit Punch List, Mark Deering and Jackson Wilcox outline 10 blind spots that you need to know when planning a successful business sale.