Unlock and maximize your business value now! Partner with a skilled Succession Plus advisor to achieve your transition goals.

Identify, protect and grow your business with tailored strategies for success. Take the first step today.

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Identify Value

Business Valuation

Know your business value and see how to grow it, step by step.

Manage Value

Succession and Exit Planning

You only get to leave your business once, so it pays to get it right.

Join our team of experts

Attract, retain and motivate your key people.

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.

Find out more about this challenge

Succession+ Newsroom

2 min read

Apr 12, 2024 | eBooks

Exit Like a Boss: A Comprehensive Guide to Exit Planning

Senior boss and middle aged female employee shaking hands with c

3 min read

Apr 9, 2024 | Blog

Get Smart: How to Reward and Retain Key Employees

3 min read

Apr 3, 2024 | Blog

Key Employee Compensation Planning: 5 Mistakes Made by Most Private Companies

6 min read

Mar 26, 2024 | Blog

Old Dogs Can Learn New Tricks to Grow Their 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.

Leaning on the experience of professionals who’ve been there before is invaluable. It provides us with options and directions. It shows us possibilities and mistakes to avoid.

Craig Addington
CEO/Principal, Thomas Associates, Inc.

I strongly urge people not to do their own succession plan. I’m well-versed in accounting and other aspects – but you’ll encounter things you’ll do wrong in the process. With a major life decision like a succession plan, it’s just not wise to do it on your own. You need to seek out people who do this all the time.

Mike Smith
Founder and President, Alexis Exhibits, Inc.