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The 3 Imperatives

  1. Operating Efficiency
    1. Are you making money beyond a reasonable salary?
    2. Can someone replace you without damaging the value of the business?
  2. Compensation. What is the appropriate salary? (Present value of excess distributions out of the company is the sale that will not happen in the future). Stop it with the toys and start creating wealth funded by, yet outside of, the business.
    1. Real estate
    2. Pension/Profit sharing plans
    3. Deferred compensation plans
  3. The Exit Strategy.
    1. Who is going to buy you?
    2. When are you selling?
    3. Will you be able to realize enough to retire on your terms?

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