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
Planning for the 5 Ds: Essential Strategies to Safeguard Your Business
Join one of our free webinars to maximize the value of your business.
Our Succession Planning Services are about getting three things right at the same time: the business, the owners and the finances – including both your business and personal/family preparedness. Our goal is to ensure the best possible exit outcomes.
Business Planning
We ensure a business is ready for transition – whether it be through an internal transfer (family members or key employees), or a third-party sale – one that is risk-managed, with assets protected, good policies and procedures defined, corporate governance that’s well-managed and documented, effective sales & marketing operations in place, and a management team well-incentivized and committed to staying.
Owner Planning
Along with your current advisors, we help you prepare for the next step – whether that means retirement, starting a new business, or transitioning to a board role.
Value Planning
We ensure that your business has a sustainable profit model and reporting framework.