ASSESS YOUR BUSINESS
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Know where you stand. Plan where you’re going
Sooner or later, every owner leaves his or her business. Whether you anticipate selling the company to a third party, transitioning to employee ownership, or a family succession, every strategy results in your eventual exit. The complexities of tax law, combined with the expectations of buyers of any type, lend themselves to careful structuring of a transfer.
For most owners, transfer of ownership represents the biggest single financial transaction of their lifetime. In our experience, no owner has ever said, “I spent too much time planning.”
BUSINESS STRENGTHS & GOALS
Every business has strengths—and every owner has goals. The ExitMap Self-Assessment helps you evaluate your company’s performance across the key value drivers that matter most for succession planning, sale readiness, and growth.
WHAT IS YOUR VISION?
Every business owner has a vision for their future—but turning that vision into a plan starts with understanding where your business stands today. Through our partnership with ExitMap, BOSS gives you access to a powerful self-assessment tool that helps identify your company’s strengths, weaknesses, and areas of improvement.
15 Minutes That Could Bring Lasting Change
to Your Legacy
Why start now?
One of the most critical questions to ask is whether your current assets and business structure will support the lifestyle you envision after transition. By taking a thoughtful look at both your business performance and personal goals, you can make informed decisions that align with your long-term personal vision.
There are two good reasons to begin the planning process, even for those who believe they are ten or more years from their eventual exit.
- Many tax reduction strategies, such as business structure conversions, certain trusts and others, take years to fully implement.
- Once you know your exit objective, it will influence all of your business decisions. For example, hiring managers who will work for the next owner is a very different approach from training your future successors.
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How do I get started?
The Assessment is a multiple-choice questionnaire which does not ask for confidential or financial information. We respect your privacy and will not share your information.
Take a moment and view our sample assessment here…
This book is not just a warning—it’s a roadmap. It guides readers through the realities of succession planning, valuation, and buyer psychology, while challenging them to rethink legacy, leadership, and long-term strategy. Whether you’re a Boomer business owner, a Gen X entrepreneur, or an advisor navigating this shift, Beating the Boomer Bust is an essential read for understanding and overcoming the challenges of generational change in business ownership.
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What if I don’t have a date in mind yet?
The Assessment asks for two date ranges. The first is approximately when you want to step back from your day-to-day responsibilities and the second is when you want to walk away completely.
Once you know when you want to step back, the day you actually leave the business becomes much more flexible.
What will I get when I take the Assessment?
The Assessment looks beyond your retirement goals. Helping you reach your objectives requires a knowledge of your business and the state of your company.
1. A 12-page summary of your responses will be emailed to you within one business day. It is organized into four key areas of exit readiness: planning, finance, revenue/profit and operations.
2. A 40-page detailed Analysis of your responses will be provided as part of your complimentary one-hour debriefing by David Bastiaans, CPA, ESQ., LL.M.
View our sample report here…