Your Life's Work Should Secure Your Life's Dreams
We help business owners transform their business wealth into lasting personal legacy.
What Is Exit Planning?
An exit plan is a comprehensive roadmap that prepares business owners for the eventual transition of their company. Whether that transition happens in three years or next year, through a sale or succession, an exit plan ensures you're ready—personally, operationally, and structurally.
Why This Matters
You've spent decades building your business—it's your life's work, your legacy, your financial future. Yet when the time comes to transition, too many business owners discover their wealth remains tied up in an illiquid asset that requires careful planning to transform into personal wealth.
Our proprietary Triple Exit Method™ addresses these challenges through a proven 6-step implementation process.
The Triple Exit Method™ Framework
Three critical transitions occur during an exit:
- Owner (Personal Readiness): Addressed in steps 1-3, focusing on your goals, financial readiness, and mental preparedness
- Operations (Business Transferability): Covered in step 4-5 through comprehensive business assessment
- Ownership (Transition Strategy): Developed in steps 4-6, exploring all exit options and optimal transfer methods
Your Exit Plan Includes:
During steps 1-5, we complete:
- Retirement planning and financial readiness
- Risk management and mitigation strategies
- Personal vision for life after business
- Business transferability assessment
- Value gap analysis
- Capital structure and leverage analysis
- Formalized vision for coordination with your advisory team
Execution Phase Services:
Once your Exit Plan Report is complete, we offer specialized services to support implementation:
- Value enhancement consulting
- Estate and tax planning coordination
- Legacy and family dynamics planning
- Corporate restructuring guidance
- Transaction advisory and due diligence support
- Consolidated business report for marketing
- Wealth management
Ready to Begin?
Every successful transition starts with a single conversation. Schedule your complimentary All About You meeting and take the first step toward securing your vision of tomorrow.
Schedule Your All About You Meeting
Copyright © 2024 Harbour Legacy - All Rights Reserved.
Aligned Capital Partners Inc. (“ACPI”) is a full-service investment dealer and a member of the Canadian Investor Protection Fund (“CIPF”) and the Canadian Investment Regulatory Organization (“CIRO”). Investment services are provided by Registered Representative James Bisson through Harbour Legacy Investments, an approved trade name of ACPI. Only investment-related products and services are offered by James Bisson through Harbour Legacy Investments of ACPI and covered by the CIPF. Financial planning and insurance services are provided by James Bisson through Harbour Legacy Financial. Consulting services are provided by Sebastian Pareja through Harbour Legacy Consulting. Both Harbour Legacy Financial and Harbour Legacy Consulting are independent companies separate and distinct from ACPI.
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