4 Types of Exits

A detailed table comparing various exit strategies including Pass to Family, Sell to Outside Buyer, Sell to Inside Buyer, and Planned Liquidation across different criteria such as Audit Financial Statements, Develop Successor CEO, Devise Ownership Transfer Plan, Evaluate ESOPs, Address Personal Guarantees, and Maximize Tax-Efficient Take-Home. The table uses different background colors for each row.

5 Reasons Why Planning Leads to Success

  1. Maximize Value: Get everything in order to sell when the market is favorable for your industry

  2. Align with Personal Goals: Minimize tax liability while creating your vision for financial freedom

  3. Transition: Prepare your team and community for a successful shift

  4. Avoid Pitfalls: Anticipate, identify and navigate common challenges

  5. Customize the Deal: Leave a legacy of integrity on your terms

A presentation slide titled "Case Study: 'Walter' Outside Sale" detailing a corporate deal and key checkpoints in a NAVIX process, including management, customer sales, and due diligence, with a diagram on the right side.

Real Life Case Study: Outside Sale

A presentation slide with the title "Case Study: 'Jane' Pass to Family Member." The slide discusses Jane's ownership of several companies valued at approximately $20 million, highlighting her process for transferring assets to her children, including key checkpoints in a NAVIX process. The slide includes bullet points on tax minimization, family assets transfer, and life after exit, and features a diagram labeled "The NAVIX Map." The background is dark blue, and the text is in white and light gray.

Real Life Case Study: Family Sale