Exit Planning &
Succession Planning
for Your Privately Held
or Family-Owned Business
Developing a strategic exit plan for your business and giving it the time and attention YOU deserve is critical for a smooth transition. There are many exit options, so it’s important to find the right one for you. IGX Integrated Growth & Exit Planning walks you through the 12-step exit planning process, step-by-step, and ensures you have the tools, resources, and knowledge you need to create the best exit strategy for your business.
When you engage an IGX exit planning advisor, we help you develop and implement a holistic exit plan that works for you and your business, always with your best interests at the heart of intended outcomes.
68%
of business owners have spent little
to no time on their exit plans.
75%
of business owners who
sell have seller’s remorse.
70%
of businesses don‘t make it through
to the second generation.
How to Begin Exit Planning
Exit planning is complex and time-consuming and figuring it out on your own can be overwhelming. That’s why 75% of business owners profoundly regret selling their business just a year after selling it – they never took the time to complete the entire exit planning process.
Since exit planning involves so much more than just listing your business for sale, it’s best to begin by working with a certified IGX exit planning advisor (CEPA) who listens and understands your needs, gets everyone on your team on the same page (CPA, wealth advisor, lawyer, and others as needed), and digs deep to remove business, professional, and personal roadblocks to success.
- Is my business ready to sell (exit ready)?
- What are my options to sell (internal, external, hybrid)?
- Who do I hire and work with (my team) to help me transition?
- What will I do after I sell?
- Where will I be, geographically?
- In what phase of life will I be?
- How much money will I/my family have to live on when I exit?
- If there is a succession, is the next generation ready?
We then move into the proven 12-step exit planning process customized to your business. The IGX exit planning process alleviates the fear of the unknown, removes the burden of going it alone, and provides an easy-to-follow guide to achieving your business, personal, professional, and financial dreams. Imagine the peace of mind that comes with knowing your future is secure.
Exit planning is a team sport – your IGX advisor is the quarterback. Creating a plan and keeping the team on target and on task can be a challenge, so we take care of it for you.
Download Now:
12 Steps Every Exit Plan Should Address
An IGX Certified Exit Planning Advisor (CEPA) provides …
An IGX Certified Exit Planning Advisor (CEPA®) provides guidance, education, and support while saving you time and giving you the best chance to see it through to your desired destination.
- We listen and make sure we understand your goals, timelines, and objectives.
- Then walk you through the 12-step exit plan while coordinating with your core “E” team (professional advisors) so everyone is on the same page and moving forward.
- If you don’t have an E-team or need others on your team, we assist in bringing the right professional(s) at the right time, and coordinate the process along the way.
- Not everyone’s journey is the same, so we customize the journey to match your unique needs.
- All discussions and actions (including getting your business exit ready) need to start long before you list the business for sale or transition the business to family.
Why IGX Integrated Growth & Exit Planning?
We know you are too busy running and growing your business, and hopefully enjoying your family and friends, that’s why we do what we do! We guide service-based business owners like you through the exit planning journey, and equally as important, we are your translator throughout the process. IGX is unique in that we focus on you and your goals, and make sure your team is building a plan around you, instead of trying to fit your goals into a standard plan.
Educator
Business owners are smart – you just need the right exit planning information and the right team to accomplish your goals, information that is typically not available to you without hours of research and time spent learning the ropes. Chances are, you haven’t gone through this process before (or will ever again), so save yourself time, frustration, or possible missteps. That’s why IGX is by your side and here to walk you through the entire exit planning process, educating, advocating, and leading your team, which eases the burden on you. Education is a critical component.
Translator
Have you ever met with an advisor or professional, left their office, and thought, “Wait, what did they say? Is that what I really need?” If so, you are not alone! The exit process and lingo can be complex, but IGX is here to talk about the strategies with you after the advisor meetings, answer all your questions, and reiterate how the advisor’s work combines with what another advisor is doing to make your process complete. Because we deal with this often, we know how to convey the concepts in English, not advisor-speak.
Advocate
Stacy Kuxhausen started IGX because of her desire to help business owners reap the rewards of their hard work growing their businesses. She understands the stress, excitement, and emotional challenges of being an owner through starting, growing, acquiring, and exiting her own businesses, and uses that first-hand knowledge to advocate for her client’s business growth and exit planning success – YOUR current and future success.
As a CPA, Stacy also gained expertise from years of working with hundreds of business owners and families on estate planning, exit planning, growing their businesses, and working with family transitions.
“We put people at ease by guiding them through one of the most stressful and rewarding times in their lives,” she says. Stacy is also a CEPA (Certified Exit Planning Advisor) from the most widely accepted and endorsed professional exit planning programs in the world, the Exit Planning Institute™.
Areas & Businesses We Serve
Based in Rapid City, South Dakota, IGX has no boundaries! We provide value acceleration and exit planning solutions to privately held, service-based business owners in Montana, Colorado, Arizona, Nevada, Wyoming, North Dakota, and South Dakota, and the following clients coast to coast:
- Architects
- Chiropractors
- Construction
- CPAs
- Dentists
- Doctors
- Electricians
- Engineers
- Farmers
- Mechanics
- Marketing Professionals
- Plumbers
- Ranchers
- Veterinarians
Contact Us for a No-Obligation Discovery Conversation
As a business owner, selecting a value acceleration and exit planning advisor is one of the most important decisions you will ever make. IGX is your personal GPS to map out your exit planning journey while you continue to run your business and enjoy life. It is a truly collaborative approach with one-on-one guidance that makes what can be a complex process clear, concise, and practical. Ready to learn more? Contact us today for a no-obligation discovery conversation.
