The majority of small businesses rely on their business to maintain their lifestyle and hope it carries them through an exit. Ironically, the vast majority do not take time to strategically explore exit options or methods to enhance their multiple during an exit. Sadly, most consultants work with businesses with a very narrow focus and lack the ability to cohesively bring the action plan and specialist together for the ultimate success of the business both pre- and post-transition.
49.86% have some concerns or not comfortable with their management team in a transition.
73.83% rely on their business to support their lifestyle.
87.43% of business owners are 37 to 71 years old with numerous businesses nearing exit.
93% of business owners do not have a formal post-transition plan for the business or themselves.
MISSED EXIT OPTIONS
64% have done no education on exit planning options to see what a good fit for their business could be.
66.68% are family-owned, first-generation that may not have a second generation to pass to.
WORTH TIME & EFFORT
78.86% believe it’s worth having a transition plan, yet 83% don't have a plan.
LACK OF DOCUMENTATION
56.05% have no plan for transition or have a transition plan but it is not documented.
WHY PLAN NOW?
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, the transfer of ownership represents the biggest single financial transaction of their lifetime and statistics show owners are not prepared when the time comes.
HOW TO GET STARTED?
We work with owners of privately held businesses to identify, unlock, and accelerate your value for growth or transition. Access solutions, specialist, and support by utilizing our streamlined process.
The assessment looks beyond your retirement goals. Helping you reach your objectives requires a knowledge of your business and the state of your company.
A 12-page summary of your responses will be emailed to you within one business day; organized into four key areas of exit readiness.
A 40-page detailed analysis of your responses will be provided as part of your complimentary debriefing by your assigned CEPA certified professional.
Start Your Assessment
Set aside 15 minutes to take the first step of completing our assessment, by clicking the button below. 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.
"Working with RTB Capital Group has been one of my best business decisions I have made thus far. I recommend them in any service they provide, whether its marketing, financial or technical, they have your back in business."
IRB.TAX & IBI.LLC, CEO
RTB Capital Group is a group of business advisors who work closely with owners of privately held businesses. RTB offers a comprehensive and strategic approach to a company's orderly growth or transition.
Gain access today to our RTB Business Pro. We have three membership levels available for those looking to gain access to our solutions, support, and specialists.
If you're a business owner looking for resources regarding exit planning, business valuations, & more, then signup for our value-packed guest membership, which includes exit ready assessment & spotlight valuation.
To gain access, complete our exit readiness assessment, then assess if it's best to work with our team or utilize the resources as needed. Paid membership includes access to our weekly Zoom office hours for Q&A.
RTB clients obtain complimentary Pro Access membership to RTB Business Pro for the length of their contract period with access to request specialists at your convenience. Login access will be provided once we start.
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