Succession Plus are specialists in providing proactive, focused and strategic advice for small business owners to manage strategic Business Succession and Exit Planning.

Choosing Succession Plus gives you a greater ability to identify, protect, maximize and extract the wealth contained in the business and related assets. You only get to leave your business once, so it pays to get it right.

Our knowledge of succession planning and unique Intellectual Property, means we play a critical role in business sales, maximizing the business value and achieving business owners’ transition goals.

Meet Our Cap Accredited Advisors

Capitalize Accreditation

We have assembled a Team of Professionals experienced in building business value.

Our Team includes former Small & Mid Size Business Owners, C-Suite Executives, Advisors & Capitaliz Accredited Professionals all of whom have worked with hundreds of Business Owners – like you. We have a shared commitment to offering solutions to business owners who are seeking assistance with determining a plan for the next phase in their succession.

Mark Dorman

Mark Dorman

President & Managing Director of Succession Plus US

Chris Goebel

Chris Goebel

Director

P. Michael Ward

P. Michael Ward

Sr. Consultant

Joe Kerrigan

Joe Kerrigan

Analyst

J.Douglas Drushal

J.Douglas Drushal

Advisor

Our Industry & Professional Experts

Mike Swiatkowski

Mike Swiatkowski

Sr. Consultant

Michael A. Klein

Michael A. Klein

Business Psychologist

Melanie French

Melanie French

Consultant

At Succession Plus, we believe that diligent guidance in the lead-up to a business sale or transition means better outcomes for everyone involved.
Maximize the sale value of your business, achieve a successful exit and guarantee investment quality for the new owner. Find Out More
Know the stakes and gain a clear plan for how to maximize the value of your business now and in the long term. Find Out More

Succession Plus was created to empower business owners in making their biggest professional decision since starting their enterprise: stepping away from it.

While succession advice was traditionally sought from lawyers, non-specialist consultants and business brokers, we came to market to offer a streamlined, process-driven approach to business succession.

One of the results is the creation and refinement of our 5-Stage Plan for Business Succession. Owners and stakeholders can follow a proven strategy, with tailored advice at each step, to maximize the value and ongoing financial security of the business.

Engaging Succession Plus is about ensuring that you don’t waste your years of hard work. We shine a light on what’s worth your energy and time to attend to, so you can make decisions based on what’s most important.

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Commonly Asked Questions

  • What is Business Succession and Exit Planning?

    • Combining the business, financial and personal goals of business owners to design and implement a strategic exit.

  • What is family business succession?

    • Family succession is slightly more complicated as many family members may also be employees and shareholders – thus wearing multiple “hats”.

  • How long does a good succession plan take?

    • Good planning takes years, and you really cannot start too early. “Begin with the end in mind.”

  • How do I know what my business is worth?

    • The only way to properly establish the value of your business is to get a proper valuation.

  • What are the key factors that add to (or detract from) value?

    • There are many factors that influence value – size, risk, scale, location, customers, marketing and people.