Exit planning is just good business strategy
Exit Planning combines working ‘on’ your business with working ‘in’ your business with several clearly defined goals – all aligned to a successful transition. The end result includes things you may be doing already – strategic planning, financial forecasts, contingency planning, staff assessment – and many things that are only appropriate in this final stage of ownership.
But we are adding a better road map. Imagine if you knew how much more your business would be worth if you just followed the project plan? That is motivation with a purpose.
Our processes prepare the business for success while preparing for the transition. Through a series of interviews, surveys, number crunching, and meetings, a project plan is developed and managed. One of the most important steps is building and managing your transition team: tax advisors, wealth managers, corporate attorneys, business insurance, personal insurance, family coaches, CPA’s, real estate brokers, and others.