BUSINESS VALUATION AND APPRAISALS EXIT PLANNING One of the most rewarding aspects of Mr. Voltz' practice is the development of Transition Plans for small businesses. Resulting from one lender's requirement for a Succession Plan for a 75 year old Navy Veteran's family aerospace business, Mr. Voltz has achieved the prestigious Certified Exit Planning Advisors (CEPA) designation from the Exit Planning Institute. Mr. Voltz will shepherd owners through the process of planning the transition, working with the required professionals such as CPA's and Estate Attorneys, even business Psychologists if necessary, and will advise owners on enhancing the value of their business by finding ways to lower business risk, lower operating costs, and increasing revenues.
The process starts with a benchmark valuation or appraisal of the business. Next, a Readiness and Attractiveness Assessment of the business and a Value Assessment is performed . A consultation takes place with the owner to discuss steps to consider to enhance the value of the business and get it ready for the hand-off to the next owner. Visit our company's website at www.ScottPGA.com for more information on exit planning.