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Omega7 Services

Sooner or later, every business owner asks the following questions:

  • Have you thought about getting out of your business?
  • Do you know the options on how to convert your ownership into cash?
  • Are you a candidate for selling your business for an outrageous price?
  • Why do similar companies sell at wildly divergent prices?
  • If you have partners, do you have an updated buy-sell agreement to address the issues that protect all owners?

As a member of The BEI Network of Exit Planning Professionals™ - the most widely respected and successful Exit Planning network in North America - our firm uses The BEI Seven Step Exit Planning Process™, a proprietary process that is universal in its practice, but unique in its outcomes. The Process works because it centers on your goals, your situation, and your needs. We have used this Process for businesses of various sizes, scopes, and industries across North America, allowing owners who implement the Process to exit their business on their terms.

We look forward to learning about your unique goals and helping you create an Exit Plan that lets your family, your business, your community, and, most importantly, you, enjoy your business exit in style.

To assess your exit preparedness, please click on the following link to complete our free, short surveyExit Planning Assessment Questionnaire

Insurance Agent
Mark Flenniken, AAI, CExP

Senior Advisor

Contact Mark Flenniken

mark [dot] flenniken [at] heritageriskmanagement [dot] com