Your Legacy
Deserves
Thoughtful Planning
 Don’t leave the future of your business—and your financial security—to chance. No matter if your transition is 10 years or 10 days away, BERI will put you on the right path. Your personalized report is available immediately after completing the brief assessment
What Is BERI?
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The Business Exit Readiness Index (BERI) is a free, user-friendly online tool that helps business owners assess their readiness for a successful exit by guiding them through a 10-minute questionnaire about their business, financial goals, and transition plans, and then providing a detailed six-page report with personalized insights and actionable recommendations—whether you’re planning to sell, pass the business to family, or consider options like an ESOP, BERI clarifies your current position and offers tailored guidance to enhance value, reduce taxes, and ensure financial security for a smooth and strategic transition.
Have You Considered These Key Questions?
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Transitioning ownership requires strategic planning, strong structures, and a clear understanding of your goals.
Consider these important questions:
⚙️What is my business worth today, and how can I maximize its value?
⚙️Do I have a buy/sell agreement, and does it protect my interests?
⚙️What are my options for transitioning the business? Should I pass it to the next generation, sell it to a third party, or explore an Employee Stock Ownership Plan (ESOP)?
⚙️Will the proceeds from my exit allow me to retire with confidence?
⚙️How will my exit strategy impact my taxes, estate, and long-term legacy?
These questions aren’t just hypotheticals — they represent critical decisions that affect your financial security, your family, your employees, and your legacy. Without a clear, actionable plan, you risk leaving money on the table — or worse, creating unnecessary stress during a time meant for celebration and transition.
Ready to Start Thinking About an Exit Strategy for Your Business?
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Your report will help you answer questions like:
⚙️What is my business worth?
⚙️Do I have a buy/sell agreement that protects my interests?
⚙️Should I keep the business in the family, sell it, or create an ESOP?
⚙️Will I be able to retire with confidence?
How will my exit strategy impact my taxes and estate?
WHO IS THE BERI FOR?
Our BERI tool is designed for business owners like you who:
Want to sell, transfer, or transition their business, whether immediately or in the future.
Need clarity on the value of their business and how to maximize it.
Are looking for professional guidance to navigate complex decisions like buy/sell agreements, ESOPs, or intergenerational transfers.
Seek confidence that their financial future and legacy are secure.
EXIT PLANNING ON YOUR MIND?
Get inspired by other business owners navigating their exits. Tune into relevant episodes of our podcast, The Family Biz Show, and gain actionable insights for your transition.
YOUR NEXT STEP STARTS NOW
Take the Business Exit Readiness Index (BERI) and gain the clarity and confidence you need to navigate your business transition successfully.
