Rich Foster and Ken Saddler, both partners in B2B CFO discuss business exit strategies and how to Go Out a Winner."

1. Go Out a Winner
Rich Foster Ken Saddler
Partners
B2B CFO®
May 5, 2009

2. B2B CFO®
Rich Foster – partner since 2006
Ken Saddler – partner since 2008
Kevin Cattoor – partner in 2009

4. GOAL CLARITY
1. Do you believe it’s important to plan for a
successful exit from your business?
2. Do you have a clear vision for your exit?
3. Do you have a written plan with financial
expectations for your exit?

6. Increased Sales – Finder Impact
20
15
10
5
0
T1 T2 T3 T4 T5 T6
Sales (Millions)

7. How to get back to Finding
1. Determine the percentage presently spent in Finding
Activities
2. Set a realistic goal for increasing time in Finding
Activities
3. Write down your Finding Activities
a. Must increase sales
b. Must increase market share
c. Must bring in money
You must be passionate about these
4. Meet with Key Staff and ask for their help – create a list
of their ideas and suggestions – you need a strong
management team to keep you in Finding

8. Get Back To Finding !

9. Who’s on the Exit Team?
• Attorney • Tax advisor / CPA
• CFO / Business • Banker
advisor
• Business coach /
TAB facilitator

10. Elements of a Successful
Exit Plan
1. Life insurance
2. Retirement plan – Start plan-full horizontal diversification!
3. Company valuation
4. Transition plan
5. Marketing plan
6. Legal protection
7. Sale? What type?
8. Financial sale structure – flexibility will increase sales price
9. Tax considerations
10. Employees

11. Definition of a successful exit
1. Integrated into business strategy
2. Provide for financial transition
3. Eliminate exit barriers
4. Adapt to changing conditions
5. Minimize tax consequences
Don’t just go where your company leads you, lead the
company where you want it to go.