Our Services

 

Exit Planning helps business owners set, sort through, and achieve their exit objectives. It enables owners to leave their companies when they want, to the successors they want, and with the amount of cash they need.  Without exception, every owner leaves his or her company. Whether you do it in style depends on the specific Exit Planning actions you take before you leave.
 

"At any given time, 40% of U.S. Businesses are facing the transfer of ownership issue."

 

"The primary cause for failure... is lack of planning."

 -- Small Business Administration, 1991


If you see ownership change in your  future,
Creative Business Strategies, Inc.,   can help you plan a successful business exit.  We can help you work through  the seven planning questions Owners must be able to answer to successfully exit their business.  Click here to get started!

 

Our Exit Planning Experience

As a  member of the BEI  Exit Planning Advisor Network™,  we have access to its publications as well as to on-going training and information about a variety of cutting edge Exit Planning techniques. We belong to a nationwide network of professionals in other disciplines experienced in the Exit Planning process.

Creative Business Strategies, Inc.,  offers business owners:

  • No-cost initial consultations to explain how the Exit Planning Process works.

  • We do fee based planning.

  • Access to highly respected Exit Planning resources.

  • Relationships with professionals in other disciplines experienced in the Exit Planning process. We can help you to find the advisors you need.

  • Educational seminars for the general public and advisors (CPE credit available) on the topic of Exit Planning.
       

Click here to contact us

Click here to  receive our complimentary "The Exit Planning Review" e-newsletter.

 

 

 

914 Wyoming Ave.

Billings, MT 59101

 

Phone: 406-294-3080

Fax: 406-294-3083

 

 

 

 

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