Our succession planning services guide owners through five key stages in preparing business owners to transition or exit their business successfully.
1
Identify Value
Get a business valuation and identify any unmanaged risk that is lowering that figure.
2
Protecting Value
Tax and risk planning, will, insurance and governing documentation all complete.
3
Maximizing Value
Adjusting and systemizing the business model, getting ready for sale or succession.
4
Unlocking Value
Creating the most value at the time of transition.
5
Managing Value
Ensuring assets are protected, and value is maximized through the exit process.
The Exit Like a Boss Podcast
PREPARE FOR YOUR BIGGEST EVER BUSINESS DEAL
There is one guarantee you have as a business owner: one day you’re going to leave the business. The question is, will it be on your terms?
This free 21-day audio guide has been developed to give you the foundations to get the best outcome and maximum value when you eventually exit.
Succession+ Newsroom
3 min read
Unlocking Business Potential: Accelerate Your Business Value with the Value Gap Assessment Tool
2 min read
What if? What happens if businesses in your community fail to transition… and how can you help them?
1 min read
The Five Levels of the Business Planning Pyramid
1 min read
Transforming Business Dynamics: From Owner Dependency to Independence