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Exit Gracefully from Your Business

Expert Accounting Services

The Dilemma

"The greatest transfer of wealth is happening right now and is being driven, at least in part, by the movement of inheritance from one generation to another. Yet as millions of Baby Boomers are actively passing along their savings to their children, one thing is at risk of being left behind: the businesses they own." - Forbes Magazine

Currently, Baby Boomers make up the majority of small business owners. Unfortunately, as they near retirement, the children of many of these owners do not want to take over the family business, nor do many of these owners have an exit strategy.

What does this mean for retiring Baby Boomers? They either have to continue running the business longer than originally thought, they take a less-than-stellar offer to get the business off their hands, and in many cases, they close shop altogether getting nothing to show for the blood, sweat, and tears they sacrificed over many years building and caring for their business.

In short, many of these small business owners do not get the payout they deserve.

The Solution

Corconcepts collaborates with small business owners by becoming a buyer and working with them to achieve their goals of exiting the business while leaving intact the legacy they've worked so hard to build. This includes the following:

Increasing the value of the business by increasing cash flow and profit.
Taking the owner out of the operations of the business and replacing the owner with quality management.
Working with the owner to exit the business without requiring a broker.

My approach is one of partnership to ensure win-win solutions. For the business owner looking for the next opportunity or to retire, my solutions can offer the following outcomes:

Steady income that is pretty low-risk for the exiting owner.
No more day-to-day stress running a business.
Financial and time freedom.
Greater focus on family, hobbies, and philanthropy.

Who Am I

Along with my CPA and MBA, my experience includes over a decade of financial reporting and accounting in both professional services and the retail industry. I have worked with Controllers, CFOs, business owners, and other business stakeholders in public and private companies in the following areas:

Building and training teams
Managing projects
IT / 3rd party platform integrations
Budgeting and forecasting
Financial analysis & modeling
Creating, improving, and documenting processes & procedures
Data visualization & dashboarding

Additionally, I have access to a network of experienced M&A consultants to ensure a tailored approach when it comes to your exit strategy.

Where to Go From Here

Reach out by sending a message and I will reach out within 24-48 hours. From there we will have an initial get-to-know-you call. I would love to hear your story and how your business has come to be what it is now. From that call, if we both feel good about the prospect of me buying your business, we will take further steps from there.

financial statement 101 mini series

Introduction to Financial Statements

Get a bird's eye view of the four primary financial statements, what they generally consist of, and start expanding your financial knowledge of your business.

Find out more

Cash vs Accrual Basis of Accounting

Introduction to Financial Statements

Learn the difference between the cash and accrual methods of accounting, their pros and cons, and how they impact the reporting of your financials.

Find out more

The Balance Sheet

Introduction to Financial Statements

The Profit & Loss Statement

Understand the layout of the balance sheet, learn about the accounting formula, and see how you can get a view of your company resources at a given point in time.

Find out more

The Profit & Loss Statement

Deep dive into the P&L to learn its structure and how to make sense of the operations of your business. We will also introduce topics such as margin and variable vs fixed expenses.

Find out more

The Cash Flow Statement

The Profit & Loss Statement

The Cash Flow Statement

COMING SOON. Break down the three main ways cash is being used in your business and understand what impacts your cash flow.

Exit Gracefully from Your Business

Exit Gracefully from Your Business

Expert Accounting Services

The Dilemma

The Solution

Who Am I

Where to Go From Here

financial statement 101 mini series

Introduction to Financial Statements

Introduction to Financial Statements

Introduction to Financial Statements

Cash vs Accrual Basis of Accounting

Introduction to Financial Statements

Introduction to Financial Statements

The Balance Sheet

Introduction to Financial Statements

The Profit & Loss Statement

The Profit & Loss Statement

The Profit & Loss Statement

The Profit & Loss Statement

The Cash Flow Statement

The Profit & Loss Statement

The Cash Flow Statement

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