Resources

As a leader in business ownership transfer and exit planning, Sunbelt provides valuable resources for owners of privately held companies. Our clients represent a wide range business owners from a broad range of industry sectors, all of whom have benefited form a knowledge base built on successful exit planning and business transfer experience.

Executive Briefings
Exit Planning briefings are presented monthly and reflect our commitment to educating and informing business owners. The briefings are informal 60-minute presentations covering a range of exit planning topics. Learn more

Newsletter Archive
The Exit Planning Review™ eNewsletter contains information specifically designed to help you plan a successful exit from your company. The newsletter covers a range of exit planning topics such as third party sales, insider succession planning, wealth preservation, employee incentive plans and various tax issues. Review back issues.

Library of White Papers
A series of 11 in-depth looks at some of the most popular elements associated with Exit Planning. These are great resources that drill deeper into a subject than The Exit Planning Review™ Newsletter and can give you some important background information on topics such as value drivers, third party sales, insider succession planning, wealth preservation, employee incentive plans, various tax issues and business continuity. Review complete directory.

Books

Cash Out and Move On Selling your business is the biggest financial event of your life. Prepare today to get top dollar for your life's work! Cash Out Move On will guide you through the process of cashing out of your business today and moving on to the next stage of your life.

How to Run Your Business so You Can Leave it in Style Business Owners! Take control of exit planning and put dollars in your pockets! Take control of the exit planning process. A step-by-step plan even the busiest owner can master leads straight to ultimate success: reaping top dollar when you sell or transfer your business.