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Exit Planning Institute

Protect Your Business Before It’s Too Late

Your business faces risks every day—some you see coming, others you don’t. A lawsuit, a key employee departure, an unexpected financial setback—each of these can destabilize even the most well-run business. The question isn’t if challenges will arise; it’s whether you’re prepared.

studies indicate that as many as one of every 2 businesses will fail in their basic business strategy because of unanticipated consequences.  That’s failure in terms of such events as bankruptcy, dissolution or a forced sale.  The Exit Planning Institute refers to these as the Five D’s: Divorce, Disability, Death, Disagreement and Distress.

Introducing the Business Risk Bulletproofing Evaluation

As a service to closely held business owners, we offer an initial evaluation of the risks of your company and a summary report. We will prepare a risk analysis of your business that identifies the most critical vulnerabilities in your company’s operations, legal framework, financial structure, and ownership agreements, together with a roadmap for addressing those vulnerabilities.

The goal is simple: uncover potential threats before they become expensive crises.

What’s Included in Your Risk Analysis Report:

Operational Risks: Are there weaknesses in your contracts, vendor agreements, or internal processes?

Ownership & Management Risks: Are your shareholder, partnership, or operating agreements protecting or exposing you?

Legal & Compliance Risks: Could your policies or governance structures lead to regulatory trouble?

Financial Risks: Are your cash flow, debt structures, and financial controls built to withstand disruptions?

People Risks: What happens if a key partner, executive, or employee leaves unexpectedly?

Why This Matters Now

A proactive evaluation today can save you from a lawsuit, financial loss, or business disruption tomorrow. Business owners who take risk management seriously not only avoid unnecessary costs but also create more valuable, resilient companies.

Act Now – Limited Availability

This is a fixed-fee service designed for business owners serious about protecting their investment. There are no hidden costs, no ongoing commitments—just a clear, actionable report outlining where your business is most vulnerable and what steps you can take.

Schedule Your Business Risk Bulletproofing Evaluation Today. Contact us to set up your initial assessment before unexpected challenges force your hand.

Contact Us Now

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Call Us (201) 682-4385