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.