Succession, Transition, Exit Strategies

There are few guarantees in life. Death and taxes are the universal responses we hear. Another is that as a business owner, you WILL exit your business one way or another.


Choosing the right successor is critical to the long-term success of your business. You probably spend a lot of time worrying about your business, your industry, and occasionally even making payroll. You likely have a sales and marketing strategy. But have you thought about your business succession plan?


We help owners plan beyond funding buy/sell agreements by exploring all of the potential exit paths, determining how much you want, how much you need, quantifying "the gap," and developing a 'RoadMap.'

The process clearly defines where you want to be by when while exploring and understanding various options on how to get there. As part of the process, we will also help ensure you have a business continuity plan in the event something unexpected happens. That way, your plan will be executed according to your wishes regardless if there are planned or unplanned events. Our comprehensive seven step process takes time so why not start the conversation today?