BEACON EXIT PLANNING, LLC
NAPLES, FLORIDA

BEACON EXIT PLANNING, LLC, NAPLES

is providing you with independent objective exit strategy advice that meets your personal needs, that maximizes your business’s value and minimizes its taxes. In short, we put you in control of your exit strategy. We use succession and management programs to strengthen your management team and increase your company’s profits. Working directly with company’s owner(s), Beacon will help develop an exit strategy that defines the owners’ personal financial goals, identifies the best vehicle for transferring ownership, monetizing their business and protecting your wealth. The owners understand how to run their business but have probably never exited one. It can be a complicated process and there is only one chance to get it right. Our role is to get you through this vulnerable process. “While the majority of “family” business owners would like to see their business transferred to the next generation, it is estimated that 70% will not survive into the 2nd generation and 90% will not make it to the 3rd generation.” – Family Firm Institute That means company founders have only a chance of their grandchildren owning the family business. Our company was fortunate to successfully complete our 3rd succession, but we have had a continuous succession plan in place since 1986. Maximize business value Provide a written plan to follow and measure Succession planning focuses on the “human” capital with management and associates. Ideally, this is a continuous process of moving and developing the next generation of chosen performers from management, into ownership, and onto leadership. This requires time, training, evaluation, coaching and stretching your associates. You must prepare the business to operate successfully and profitably without the present owners. Succession is the transfer of management and leadership from one generation to the next generation in a company. It is a continuous ongoing process of identifying and developing associates to prepare them for advancement through training, mentoring, and stretching their responsibilities. This process of “continuous succession®,”education and development to understand the company’s systems and culture with a focus of growing management and creating leadership. A company’s true asset is their “human” capital and it takes time to develop associates into managers and the life experience needed to mature into leaders. Exiting your business requires two things: 1. The business must have sustainable earnings. 2. The business must be able to perform without you. To prepare your business for sale it makes sense to improve your bottom line performance that will increase the value of your business, improve your efficiencies, productivity, and profitability. is providing you with independent objective exit strategy advice that meets your personal needs, that maximizes your business’s value and minimizes its taxes. In short, we put you in control of your exit strategy. We use succession and management programs to strengthen your management team and increase your company’s profits. Working directly with company’s owner(s), Beacon will help develop an exit strategy that defines the owners’ personal financial goals, identifies the best vehicle for transferring ownership, monetizing their business and protecting your wealth. The owners understand how to run their business but have probably never exited one. It can be a complicated process and there is only one chance to get it right. Our role is to get you through this vulnerable process. “While the majority of “family” business owners would like to see their business transferred to the next generation, it is estimated that 70% will not survive into the 2nd generation and 90% will not make it to the 3rd generation.” – Family Firm Institute That means company founders have only a chance of their grandchildren owning the family business. Our company was fortunate to successfully complete our 3rd succession, but we have had a continuous succession plan in place since 1986. Maximize business value Provide a written plan to follow and measure Succession planning focuses on the “human” capital with management and associates. Ideally, this is a continuous process of moving and developing the next generation of chosen performers from management, into ownership, and onto leadership. This requires time, training, evaluation, coaching and stretching your associates. You must prepare the business to operate successfully and profitably without the present owners. Succession is the transfer of management and leadership from one generation to the next generation in a company. It is a continuous ongoing process of identifying and developing associates to prepare them for advancement through training, mentoring, and stretching their responsibilities. This process of “continuous succession®,”education and development to understand the company’s systems and culture with a focus of growing management and creating leadership. A company’s true asset is their “human” capital and it takes time to develop associates into managers and the life experience needed to mature into leaders. Exiting your business requires two things: 1. The business must have sustainable earnings. 2. The business must be able to perform without you. To prepare your business for sale it makes sense to improve your bottom line performance that will increase the value of your business, improve your efficiencies, productivity, and profitability. Welcome to Beacon Exit Planning & Succession Beacon Exit Planning provides the services and tools needed to effectively navigate the succession and exiting planning process. Our company provides several customized programs that prepare your business for sale/transfer, maximize your business value, chart a course to meet your personal and financial goals, and protect your wealth. Beacon guides you through every step to arrive safely at your destination.

KEY FACTS ABOUT BEACON EXIT PLANNING, LLC

Company name
BEACON EXIT PLANNING, LLC
Status
Active
Filed Number
L16000019171
FEI Number
26-3824219
Date of Incorporation
January 22, 2016
Age - 9 years
Home State
FL
Company Type
Florida Limited Liability

CONTACTS

Website
http://beaconexitplanning.com
Phones
(607) 731-0679

BEACON EXIT PLANNING, LLC NEAR ME

Principal Address
3177 AVIAMAR CIRCLE, UNIT 101,
NAPLES,
FL,
34114,
US

See Also

Officers and Directors

The BEACON EXIT PLANNING, LLC managed by the one person from NAPLES on following positions: Manager

Kevin Kennedy

Position
Manager Active
From
NAPLES, 34114





Registered Agent is Kevin Kennedy

From
NAPLES, 34114

Annual Reports

2023
January 28, 2023
2022
February 10, 2022