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Choose 3BEXP For

Business Exit Planning

Baby boomer business owners who are considering selling or transitioning ownership of their business will make the most important financial and personal decisions in their lives. Unfortunately, most business owners of this generation procrastinate in making this decision. It’s a fatal flaw that, for most, results in businesses being closed without the owner reaping the rewards of their many years of hard work.

 

Baby Boomer Business Owner Exit Planning (3BEXP), managed by Charles Woldenberg, Certified Financial Planner™ (CFP®) and Certified Exit Planning Advisor (CEPA), provides business owners from the baby boomer generation with business and financial planning strategies to structure a smooth exit transition. 

 

We are the firm that helps change the lives of business owners, their families and their employees through the power of exit planning.

 

Are You Ready to Exit Your Business?

To understand the complexities of preparing a company, and you, for transition, complete the free ExitMap® assessment questionnaire. The questionnaire has 22 questions and produces a comprehensive 12-page summary report. The report ranks your overall preparedness for transition and provides a breakdown of the four major categories of readiness:

  • Financial

  • Planning

  • Profit/revenue, and

  • Operations.

 

Feedback is generated by a five-factor algorithm measuring the overall importance of the question, along with its urgency, difficulty and ranking of the response. Feedback is also modified by your intended time frame for exit and the current readiness of your management team.

 

The report is broken down by overall score and preparedness category. A snapshot of each category includes graphs of both the urgency and difficulty sliding scales..

About Us

Charles Woldenberg, president of Baby Boomer Business Owner Exit Planning, Inc., is a Certified Financial Planner™ (CFP®) and a Certified Exist Planning Advisor (CEPA).

 

As a CFP® professional, Charles has completed comprehensive training and is required to put clients’ interests ahead of their own at all times. As a CFP® professional, Charles has mastered nearly 100 integrated financial planning topics, including:

  • Retirement planning

  • Insurance planning

  • Financial management

  • Tax planning

  • Estate planning

  • Investment planning

 

A CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® certification exam before they can call themselves a CFP® professional. Charles is a 24‐year veteran of the securities industry and specializes in comprehensive financial planning for family business owners and their employees.

 

Charles is also a graduate of the Exit Planning Institute and is a Certified Exit Planning Advisor.

 

As a Certified Exit Planning Advisor, Charles is not only concerned with your business goals, he also considers your personal and financial objectives. As a CEPA, Charles take a holistic approach to help you develop a business strategy that integrates all aspects of your life. He will examine issues related to your industry; your risk tolerance; your timeline for retirement; and other critical areas of operating a business. Charles and his team of professionals will help you decide the timing to sell your business and how to help minimize personal taxes from the sale.

How 3BEXP’s Services Can Help You

3BEXP’s services can help you with:

  • Analysis of existing business operations and your financial goals

  • Exit planning

  • Preparation of the business for sale

  • Financial planning

 

3BEXP will educate you about the exit planning process and help you to align your business, personal and financial goals. Taking a holistic approach, we also help you, your teams and your family to implement the exit strategy.

Depending on you and your needs and the choices you make in your exit strategy, 3BEXP manages a team of financial, legal, accounting, counseling and marketing professionals to assist you with preparing your business for sale, finding a buyer or structuring an ownership conversion, and helping you to make the psychological and financial transition to the next stage of your life.

 

The median age of baby boomer business owners is 66. With more Americans outliving their retirement funds, ensuring you can successfully sell and transition from your business should be a major concern for you.

 

You will navigate uncharted experiences in your business and personal life. You will need business advisors. You will need Baby Boomer Business Owner Exit Planning.

Contact Baby Boomer Business Owner Exit Planning Today

5397 Orange Drive
Suite 202
Davie, FL 33314
Office: 954-488-3734*
Fax: 954-869-4488
Mobile: 954-249-9504*
[email protected]

Thank you for your interest.