Exit Planning

Diverse group of businesspeople laughing together while going over paperwork and using a laptop during an office meeting

Exiting your business?

As family business succession planning advisors, our firm’s goal is to help owners of small and mid-sized businesses realize more value when they decide to sell or transfer their companies. It’s a fact that businesses that are transition ready sell more quickly and receive better offers than ones whose owners are unprepared or have short timelines for sale. Because of this, our purpose is to educate business owners on how to become transition ready well in advance. This means, for many owners, the process begins years before they desire or need to sell their companies.

To do this we consult with owners face to face, and we also offer our clients a wealth of relevant information. We encourage owners to make crucial changes now that will improve their company’s human capital, cash flow and value over time. We want to expand our clients’ options and allow them to sell/transfer on their own terms and timeline, realizing a maximum selling price or long-term value. This process can take time, but it builds wealth and opportunity for our clients.

Family business succession planning is a significant milestone in the family, and our approach is straightforward and pragmatic. It is very important for the owners to define and align personal, business, and financial goals and focus on what is next. By doing so, we are able to provide a positive transition for the whole family.

We encourage you to take the 8 minute PREScore questionnaire that evaluates your readiness to exit your company on a personal level. Using an exclusive algorithm – developed by analyzing more than 40,000 business owners – PREScore™ will calculate your readiness to exit by identifying your status on each of the 4 drivers of a satisfying exit.

Simply put, the 12 questions that make up PREScore™ are often overlooked by business owners like yourself, potentially leaving you unprepared and in a state of crisis in your life post exit. PREScore™ helps you to identify those at-risk areas and ensure you’re ready for a satisfying exit.

… And don’t be alarmed! You don’t have to be ready to exit in a month, or even a couple of years – this is simply a foundation to help you understand the steps you might need to take in order to achieve a satisfying exit.

We know you’ve put in tremendous effort to get your company where it is today – let’s lay the foundation to prepare you personally for a successful transition into your next chapter, while ensuring your business – and your people – will continue to thrive without you.

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Exit your business with no regrets by receiving a Personal Readiness to Exit Score.

Pre-Score Assessment

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