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Home » Topics » Exit Planning

Exit Planning
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Kevin Kennedy, President of Beacon Exit Planning LLC, discusses how to successfully plan to exit your business.

ARTICLES

Exit Planning

The COVID-19 Economy and the Roofing Contractor’s Exit

August 28, 2020
No Comments
There is no perfect exit strategy for the COVID-19 crisis, but keeping these tips in mind will make planning one much smoother.
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exit planning

7 Landmines to Avoid in Your Roofing Business Exit, Part 2

April 24, 2020
No Comments
An exit planner can lead you through the tricky process of leaving your business, discovering the various values and taxes that may otherwise be missed.
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Roofing Business Exit Planning

7 Landmines to Avoid in Your Roofing Business Exit, Part One

Kevin Kennedy
March 27, 2020
No Comments
Avoid these seven issues with the help of an exit planner so you can gracefully leave your business without outliving your money.
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exit planning

The Contractor’s 60 Minute Exit Plan, Part 2 – How to Cash Out, Eliminate Taxes and Retire Comfortably - Part 2

There's Only One Guarantee – Part 2
Joe Bazzano Kevin Kennedy
January 17, 2020
No Comments
To ensure that your inevitable exit is a successful one - an exit that will deliver on your future financial, personal and business goals - you need an exit plan.
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exit planning

8 Key Disciplines of a Successful Exit from Your Roofing Business

Ideally, succession planning should be an ongoing process so that when you’re ready, the final transition can take place in three years.
Kevin Kennedy
November 22, 2019
No Comments
An owner's exit from a business will probably be the largest financial event of their life.
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roofing exit planning

Three Elephants in the Roofing Contractor’s Office Before the Exit

Once you have financial clarity for your retirement you can focus on becoming less of a manager and more of a coach mentor.
Kevin Kennedy
August 21, 2019
No Comments
Many baby boomer roofing contractors intuitively understand they need to plan for the exit but are consumed with the day-to-day grind and procrastinate.
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business exit planning

Why You Need Both an Exit and Succession Plan

Exiting in the next 15 years? Both the owner and the business need an exit strategy.
Kevin Kennedy
February 25, 2019
No Comments
A business owner cannot replace themselves (succession) until they can clearly envision their financial future (exit plan).
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Roofing business exit planning

If You Lost Everything You Owned: Using Asset Insulation in Your Roofing Company Exit

As a potential defendant in a civil case, it is important to understand the process of a plaintiff’s attorney.
November 19, 2018
No Comments
It’s no surprise that in today’s society civil litigation has become an ever-increasing threat to business owners and affluent individuals.
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Roofing Exit Planning Book

Q&A: A Look into "The Contractor's 60 Minute Exit Plan"

Joe Bazzano Kevin Kennedy
October 17, 2018
No Comments
Kevin Kennedy and Joe Bazzano's first book, The Contractor's 60 Minute Exit Plan, is a 82-page book offers a guide for roofing contractors to navigate the scary and sometimes treacherous process of exiting their business when the time is right.
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exiting your roofing business

Can You Afford to Exit Your Roofing Contractor Businesss?

The fear of outliving your money can easily be diminished with an investment in basic exit planning
Kevin Kennedy
August 27, 2018
No Comments
Most owners, whether their business is worth $2 million or $30 million, continue to be stuck in their business until they can clearly see the path to replace their income and maintain their lifestyles.
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