Exit Planning Tools for Business Owners

The Next Adventure – Predicting Retirement Satisfaction

For many business owners, letting go of a business is the hardest part of the exit process. Lyons Solutions Certified Exit Planning Advisors get to know each client’s key values. Based on that information, “The Next Adventure – Predicting Retirement Satisfaction for Business Owners,” our customized report, is presented to help each of them understand whether he or she is psychologically prepared to exit the business and enjoy retirement.

The customized Report is prepared within 3 business days by a Lyons Solutions Certified Exit Planning Advisor (CEPA) and delivered in PDF format.

The Next Adventure


To get started, call a Lyons Solutions CEPA:
Jack Lyons at (860) 983-5504 or Bill Quish at (860) 391-8672

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The Sell Test

Knowing when to keep a business and when to sell it is one of the keys to a successful exit strategy. Unfortunately, many business owners sell for the wrong reasons and at the wrong time. The results can be unsatisfactory. “The Sell Test” examines over two dozen factors that influence whether to keep or sell your business. This is an essential component of any business owner’s exit plan. The final report shows how the subject business ranks on each of the factors influencing whether or not it’s a good time to sell.

The Sell Test is prepared within 3 business days by a Lyons Solutions Certified Exit Planning Advisor (CEPA) and delivered in PDF format.

The Sell Test

To get started, call a Lyons Solutions CEPA:
Jack Lyons at (860) 983-5504 or Bill Quish at (860) 391-8672

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Express Business Valuation

Understanding the value of a business is one of the first steps in developing a successful exit plan. Without a good sense of this value, all other exit planning decisions will be flawed. This valuation provides owners and their advisors with an accurate sense of the highest price they can expect to receive for their business, the optimal financial structure for a sale, and how much seller financing, if any, will be required to make the transaction work. The final report is over 20 pages in length including 6 pages of narrative and 14 pages of financial exhibits.

The Express Business Valuation is prepared within 7-10 business days by Lyons Solutions and delivered in PDF format. 

Express Business Valuation

To get started, call a Lyons Solutions CEPA:
Jack Lyons at (860) 983-5504 or Bill Quish at (860) 391-8672

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Life After Business Exit Planning Report

Data for smaller companies is collected via a detailed questionnaire followed by a conference call with a Lyons Solutions Certified Exit Planning Advisor (CEPA).
This exit plan for smaller companies is prepared specifically for the company’s majority owner and his or her business without consultation and coordination with the owner’s other outside advisors. The final Exit Planning Report is approximately 50 pages long and includes the following chapters:

Summary of the Business Owners’ Goals and Objectives

  • Express Business Valuation
  • Keep or Sell Analysis
  • Value Enhancement Recommendations
  • Exit Options
  • Action Plan
  • Planning Time Line

The Exit Planning Report is prepared within 6 weeks by a Lyons Solutions Certified Exit Planning Advisor (CEPA) and presented at a scheduled conference.

Life After Business - Your Customized Exit Plan


To get started, call a Lyons Solutions CEPA:
Jack Lyons at (860) 983-5504 or Bill Quish at (860) 391-8672

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Exit Planning Coach℠ Report (EPCR)

This comprehensive Exit Planning Coach Report is suitable for larger companies with revenues of more than $10 million. It is prepared in collaboration with the owner’s other advisors. The final EPCR is typically 70-100 pages long and includes:

  • Summary of the Business Owner’s Goals and Objectives
  • Contingency Plan in the Event of Death or Disability
  • Limited Scope Business Valuation
  • Value Factor Analysis (examines 54 different value factors)
  • Exit Options Analysis and Recommendations (examines all of the owner’s exit options including a pros and cons analysis of each)
  • Preliminary Capital Gains Tax Analysis
  • Recommendations
  • Recommended Action Plan (assigns priorities and responsibilities to the owner and each advisory team member)
  • Advisor Contact List
  • Exit Time Line

The Exit Planning Coach Report is prepared by a Lyons Solutions Certified Exit Planning Advisor (CEPA) and presented at a scheduled conference. 

Detailed Exit Planning Report (DEP)

To get started, call a Lyons Solutions CEPA:
Jack Lyons at (860) 983-5504 or Bill Quish at (860) 391-8672

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