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DREAMING OF YOUR NEXT BIG ADVENTURE?

Let's Plan Your Practice Exit Like a Boss with our Exit Planning Services

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WELCOME TO YOUR FUTURE
You've built something incredible with your practice, a real testament to late nights, early mornings, and an undying passion for what you do. But as every entrepreneur knows, there comes a time to pass the torch and embark on new adventures. Whether it's retiring on a beach, investing in a new venture, or simply taking time to enjoy life’s pleasures, you deserve a grand finale that matches your epic journey.


 

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WHY YOU CAN'T AFFORD TO SKIP THIS STEP
Leaving your business is more than just handing over the keys. It's about ensuring you get the maximum reward for your years of hard work. Many business owners overvalue their company and underestimate their retirement needs, which leads them to disappointment when they finally sell the practice. Not to mention, the tax man cometh, and he's not always kind.

But here's the good news: with the right planning, focused on the aspects of your business you can control, you can significantly boost your business’s sale price and your financial security post-exit.


 

WHO IS THIS RIGHT FOR?

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ESTABLISHED GROUP PRACTICE OWNERS

You've navigated the ups and downs of building a successful practice. Your business is a well-oiled machine, but you're beginning to think about the next chapter.

Whether it’s pursuing new ventures or simply stepping back to enjoy the fruits of your labor, our package will help you evaluate your practice's value accurately and plan for a smooth transition.


 
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GROWING GROUP PRACTICE OWNERS

Your practice is on the rise, and you're actively expanding. You understand that with growth comes increased complexity in exit planning.

Our services are designed to help you align your growth strategies with a long-term exit plan, ensuring that you're not just building a practice that's successful now but also highly attractive to future buyers or successors.
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PRACTICE OWNERS PLANNING TO RETIRE IN THE NEXT 2-10 YEARS

Retirement may seem distant, but in the world of business transitions, time flies. If you’re considering retiring within the next decade, now is the perfect moment to start planning. 
We'll help demystify the sale process, from valuations to tax implications, ensuring you’re set for a retirement that's as rewarding as your career.

 
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CHOOSE YOUR PATH TO SUCCESS

We've tailored two distinct packages because your exit strategy should be as unique as your business...

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Business Valuation: A laser-accurate assessment of what your business is really worth in today's market.

 

One-on-One Tax Consultation: A deep dive into your financials with our tax pros to project future taxes and maximize your takeaway.

 

Exit Strategy Course: Elevate your knowledge with our comprehensive, designed to guide you through the complexities of exiting your business.

SOLID FOUNDATION PACKAGE

For those who are starting to peek over the horizon but aren't quite ready to leap. This package includes:

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COMPREHENSIVE JOURNEY PACKAGE

For the forward-thinker ready to map out every detail of their exit, ensuring not just a smooth transition but a financially rewarding one. This package includes:

Your Retirement Blueprint: Calculations tailored to your lifestyle dreams, future needs, and current financial status, ensuring you know exactly how much you need to retire in style.

 

Tax Strategy Deep Dive: A comprehensive look at your potential tax scenarios based on various sale options, so you’re never caught off guard.

 

Business Valuation: A laser-accurate assessment of what your business is really worth in today's market.

 

One-on-One Tax Consultation: A deep dive into your financials with our tax pros to project future taxes and maximize your takeaway.

 

Exit Strategy Course: Elevate your knowledge with our comprehensive, designed to guide you through the complexities of exiting your business.

Due diligence support services are not included in the exit planning service packages and are available as an additional engagement.

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Clarity and Confidence: Gain a crystal-clear understanding of your business's worth and what you need for a joy-filled retirement.


Strategic Tax Planning: Navigate the tax implications of selling your business with savvy strategies that protect your profits.


A Tailored Exit Plan: Receive a personalized roadmap that aligns with your business goals, lifestyle aspirations, and financial needs, ensuring a seamless and lucrative transition.


Expert Guidance Every Step of the Way: Benefit from our team of seasoned professionals who are as committed to your success as you are.

WHAT'S IN IT FOR YOU?

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YOUR PRACTICE, YOUR FUTURE

No matter where you find yourself on your business journey, understanding the value of your practice and having a clear exit strategy is paramount. With our Exit Planning Package, you're not just preparing to leave your practice; you're setting the stage for your next great achievement. Let us help you take the next step with confidence and clarity.

IMAGINE YOUR PERFECT EXIT

Visualize stepping away from your business knowing you've secured your financial future and left your legacy in good hands. With our Exit Planning Package, that vision becomes a reality.

TAKE THE FIRST STEP TOWARDS YOUR NEW BEGINNING

Your business was born from ambition, nurtured by hard work, and grown through dedication. Your exit deserves the same level of care and strategy. With our expertly crafted packages, you're not just planning for an exit; you're setting the stage for the next great chapter of your life.


Embark on this journey with us. Discover the path to a rewarding exit and the start of your next grand adventure. Schedule a free consultation today!

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“If you want to take your financial situation from bleak to bright, GreenOak is the best choice!”

-Alycia

SCHEDULE A FREE CONSULTATION

Whether you're ready to move forward or just have questions about our services, we invite you to schedule a free consultation. 

Disclaimer: Our exit planning services are designed to guide you in preparing your business for sale and do not establish an accounting relationship. We advise all sellers to consult with an attorney, accountant, and financial planner to ensure a comprehensive approach to your exit strategy. Please note, we provide accounting advice only.

Due diligence support services are not included in the exit planning service packages and are available as an additional engagement.

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