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Home » Topics » Exit Planning

Exit Planning
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Exit Planning

Stop Overpaying ‘Exit’ Taxes

Most business owners unnecessarily pay ‘exit taxes’ exceeding 55%; here’s how to reduce that rate to 15%-35%, saving a bundle
Kevin Kennedy, Founder and CEO of Beacon Exit Planning
Kevin Kennedy
December 29, 2023
One Comment
Kevin Kennedy of Beacon Exit Planning provides a birds-eye view of alternative legal strategies to consider in your business exit that can save you a bundle.
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Kennedy's Notes on Roofing Exit

Your Sale Options in a ‘Roofing Exit’

An overhead view of an owner’s exit options in the roofing industry
Kevin Kennedy, Founder and CEO of Beacon Exit Planning
Kevin Kennedy
November 9, 2023
One Comment
Kevin Kennedy of Beacon Exit Planning provides an overview of considerations for roofing company owners contemplating their exit options.
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Snyder - TOF.jpg
Succession Plan

Snyder Roofing Announces Change of Principals

Oregon-based concern announces transition of ownership to CEO
Roofing Contractor
Roofing Contractor Staff
October 6, 2023
No Comments

Snyder, a roofing and waterproofing company based in Tigard, Ore., has transitioned ownership to CEO Josh Mullen in a succession plan ensuring its future in the Pacific Northwest.


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 “What It Takes: Lessons in the Pursuit of Excellence,” by Stephen A. Schwarzman

Understanding ‘What it Takes’

Reviewing “What It Takes: Lessons in the Pursuit of Excellence,” by Stephen A. Schwarzman
Kevin Kennedy, Founder and CEO of Beacon Exit Planning
Kevin Kennedy
August 11, 2023
No Comments

Reviewing “What It Takes: Lessons in the Pursuit of Excellence,” by Stephen A. Schwarzman


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McElroy Metal_Logo.png
Management News

McElroy Metal Employees Now Have Skin in the Game

Components manufacturer marks its 60th anniversary with a transition to employee stock ownership plan
April 20, 2023
2 Comments

McElroy Metal, a 60-year-old components manufacturer based near Shreveport, La., with 14 facilities nationwide, recently announced a transition from being a family-owned concern by offering an employee stock ownership plan.


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Does your exit strategy make financial sense?

How Much Will It Cost to Sell My Roofing Company?

Joe Bazzano
Kevin Kennedy, Founder and CEO of Beacon Exit Planning
Kevin Kennedy
March 22, 2023
No Comments
Shaking hands

Management Buyout: The Most Popular Roofing Contractor Exit

Kevin Kennedy, Founder and CEO of Beacon Exit Planning
Kevin Kennedy
December 9, 2022
No Comments
Learn the risks and rewards of planning for a management buyout to exit your contracting business
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Learn how to navigate one of the largest financial events in your lifetime

Major Risks in Your Roofing Exit

Kevin Kennedy, Founder and CEO of Beacon Exit Planning
Kevin Kennedy
November 11, 2022
No Comments
These six exit strategy pitfalls could create financial risks before and during your exit and retirement. Learn how to navigate one of the largest financial events in your lifetime
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EP_Img1_900 (1).jpg

Would You Prefer Paying 15% or 57% in Exit Taxes?

Kevin Kennedy, Founder and CEO of Beacon Exit Planning
Kevin Kennedy
February 25, 2022
No Comments

With more roofing companies looking to sell, now is the time to know some important facts and statistics to inform your exit planning strategies.


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EP_Img01.jpg

Selling Your Business is Not Like Selling Your House

Kevin Kennedy, Founder and CEO of Beacon Exit Planning
Kevin Kennedy
December 24, 2021
2 Comments

Selling a roofing business might seem comparable to selling one’s home, but making such an assumption could be costly to business owners.


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