The Business Enterprise Institute’s Seven-Step Exit Planning Process

A graduate of the University of Iowa, Bruce A. Willey serves as an attorney and tax strategist. In addition to his work in Iowa, Bruce A. Willey is a sought-after expert in business law and taxation, and has spoken at the Business Enterprise Institute’s National Exit Planning Conference.

The Business Enterprise Institute is a professional membership organization and leading firm in the exit planning industry. It maintains a network of advisors who assist clients via an established seven-step exit planning process, which encompasses the following:

1. The identification of business owners’ unique goals and objectives.
2. The valuation of business and personal assets.
3. The creation of a business plan that protects assets and property.
4. The facilitation of business sales to a third party, if necessary.
5. The transfer to new ownership, if necessary.
6. The development of a plan to protect the owner, family members, and the business through life and death.
7. Traditional wealth and estate planning.