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About Robert J. Zarlengo

There are many questions that arise when a business owner is contemplating exiting the company. You want to do it the right way, on your terms, and according to your own timing. You want to ensure that your objectives are clear, that you maximize and protect your company’s value, and that your own personal wealth and estate planning are in order. That’s where we come in. As an owner there will likely come a day when you will want to exit your business and start enjoying the fruits of your labor. Like any other objective worth achieving, planning is paramount to your success. We start working with you at least 2-5 years before your targeted exit date in order to execute our seven-step exit planning process: 1. Identify your exit objectives 2. Quantify your business and personal financial resources 3. Maximize and protect your company’s value – focusing on key business value drivers 4. Transfer ownership to third parties 5. Transfer ownership to insiders 6. Create a business continuity plan 7. Conduct personal wealth and estate planning Visit our website at www.rjzinc.com to learn more about the process and how we can help you.

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