Exit and Succession Planning

You have put your heart, energy, and life into building a successful business. You persevered and accomplished what many have not. Your business has taken care of your customers, your employees, you, and your family. It’s time for you to leave your business and you want it to continue on. This is your life’s work and part of your legacy. You want your business and your customers to be taken care of after you have moved on to the next chapter in your life. This isn’t just about your business, but also about you enjoying the next journey in your life. The next phase of your life is also what we can help you clarify, prepare for, and execute, which is often forgotten in exit management and succession planning.

To best serve you, select the category that best describes your situation:
You want to sell your business to someone outside of the company

You want to find a successor and prepare your business for the transition to the new owner. We can work with you to increase the value of your business so that you can sell it for a higher price, prepare it for the transition, and work with the successor to continue this part of your legacy.

Speak to us about how we can be of service to you.

You want to sell your business to someone inside of the company or a to a family member

You have someone in mind to take over your business. You want them prepared to take over and for your business to be prepared to follow the new owner after the transition. Your successor needs to be trained to run the business successfully and take it to new levels of growth. We can work with you to increase the value of your business so that you can sell it for a higher price, prepare it for the transition, and train the successor to lead the business in the next phase of its life.

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You want to keep ownership of your business and have someone else run it for you

You want someone else to run your business for you so that you can enjoy passive income and retain ownership. You will still have control of the business and can pursue other things in life while knowing that the daily management of your business is being taken care of by a trusted executive. We can prepare your business for the transition, train the executives, and put processes in place so that you get all of the information you need about your business to stay in control of it.

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You aren’t sure what you want to do with the business

You know that you want to exit your business and don’t have a plan yet of how you want to do that or what it will look like. We will work with you on what you want for the next phase of your life, the next phase for your business, and create the plan to make it happen. We can also support the execution of the plan.

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None of the situations above fits yours

If none of the descriptions above fit your situation then contact us and we can discover your particular situation and we at how we can best serve you.

Speak to us about how we can be of service to you.