Transition Planning for
Leadership Succession

We help business owners develop and implement plans to take businesses to the next level they need to close the financial and value gap between where they are today and where they want to be in the future. We focus on the following:  

  • What is to be done, by whom, and when.

  • Which business professionals (attorneys, CPAs, and others) to retain to help owners grow business value.

  • Coordination of all the players to accomplish the business owner’s goals.

YOUR COMPREHENSIVE EXIT PLAN

A well-designed and implemented exit plan is a powerful tool to manage your business.  Your exit plan will enable you to

  • Achieve your business goals and personal vision

  • Learn how to maximize the value of your company

  • Secure financial wealth for you and your family

  • Exit on your terms

  • Ensure your business legacy benefits others

  • Protect family harmony

  • Create growth opportunities for your employees

  • Minimize your tax obligations

  • Create options that enhance your personal freedom

OUR PROCESS

Our process begins by evaluating your current business from an acquirer perspective.  This not only includes a business valuation, but also outlining the strengths and weaknesses of your company based on your:

  • Leadership Team and Management Systems

  • Employees

  • Intellectual Capital

  • Strategic Relationships

  • Unique Value Proposition & Competitive Advantage

  • Marketing & Sales Strategy

  • Market Dynamics

After we complete this analysis we create a roadmap to take your company to the next level.  This roadmap will include action plans for you to implement as well as action plans for the acquirer.

With a roadmap in place, we then evaluate the most likely buyers (strategic versus non-strategic) and what the transaction will most likely look like (sales price, terms and deal structure).  

Once the roadmap is completed, we help you through implementation and the transaction.