The BraveHeart Exit



Fifty percent of successful business owners plan to exit their companies before 2020?

Yet millions of these same owners have no plans for succession. For those who have a plan, their strategies can easily fail due to inadequate transition tactics, poor implementation, and mismanaged processes.

Randy M. Long, JD, CFP®, CExP™, has created The BraveHeart Planning Process™ to ensure a successful business transition for you, the owner, and your family.

The sooner you start preparing, the better your chances to exit well.  The BraveHeart Planning Process™ will help you create and execute your own roadmap for a successful business exit. When complete, your plan should provide a transition in the timeframe you want, to whom you want, and for the amount you need, giving you financial independence. That same plan should also strengthen your family along the way.

Randy has advised hundreds of owners over a thirty-year career, involving the sale or transition of their businesses. He has also prepared and administered many estate plans for families who have left their businesses to their children. He knows what works and what doesn’t. He understands business decisions that build families—and those that destroy them. This is planning at the nexus of business and family. Owning a business is not for the faint of heart. As you grow and ultimately transition your enterprise, you should do so with a commitment to live and leave a legacy that endures for generations. It’s time for you to get started!