Subscribe to The Exit Playbook Blog for exit planning insights, ideas, questions, suggestions and success stories. 

What Happens When the Music Stops?

The following case study is based on a true story. For owners of closely held businesses, this case study highlights the importance of engaging an experienced and professional exit planning team. Even when an exit appears to be years in the future, circumstances might force a change to the exiting owners’ timing. Therefore, we recommend that all business owners seek help from professional exit planners, like our NAVIX Consultants.

Download What Happens When the Music Stops Case Study (PDF)

Read More

Largest Video Learning Resource on Exit Planning 

educational-video-library-1.jpg

We are delighted to officially announce the largest and premier video learning resource on exit planning in the market today!

The need for owners to start with their exit plans is intensifying in the US. The aging Baby Boomer population seeking to sell their businesses may flood the market in the next ten to fifteen years, making it difficult for owners who are unprepared.

Read More

Can One Exit Plan Save a Million Dollars, Twice?

NAVIX-Case-Study-Banner-3-2.png

Case-Study-Can-One-Exit-Plan-Save-a-Million-Dollars-Twice.jpeg

The following case study is based on a true story. For owners of closely held businesses, this case study highlights the importance of engaging an experienced and professional exit planning team. Even when an exit plan looks like it will work at a high level for all parties involved, there are often hidden problems and issues that can cost the exiting owner millions of dollars. Therefore we recommend that all business owners seek help from professional exit planners, like our NAVIX Consultants.

Download Can One Exit Plan Save a Million Dollars, Twice? Case Study (PDF)

Read More

The Best Deals Are The Ones You Don't Do

NAVIX-Case-Study-Banner-3-2.png

Case-Study-The-Best-Deals-Are-The-Ones-You-Dont-Do.jpg

The following case study is based on a true story. In an earlier case study – The Third Times The Charm, we discussed Bill and Billy Smith, who with our help were able to successfully sell their company to a member of their management team. In this edition, we will highlight an inside sale that was not completed after going through our structured exit planning process, and this turned out to be the best outcome for the business owner.

Download The Best Deals Are the Ones You Don't Do Case Study (PDF)

Read More

The 5 External Factors That Drive Your Business Value at Exit

Watch the video below and download the complimentary tool.

Read More

Subscribe to The Exit Playbook Blog:

NAVIX Case Studies

Ready to Discuss Your Situation? Schedule a complimentary, confidential 45-minute consultation with a member of the NAVIX team today. Contact Us to Get Started
For more information on exit plan strategies, register for our next complimentary webinar.
Books by Patrick A. Ungashick | Order Now
Watch our informational video series to learn more about building a better exit strategy.