Exit and Succession Strategy

Services

Each client engagement is unique. I focus on your needs and goals to create a proposal that best meets your specific situation. Typically, my clients choose me to be a trusted advisor, for consulting on a specific project or challenge, or for executive and team coaching.

Exit And Succession
Strategy

You've invested time, money, and plenty of effort in building your business. Now, what do you do next?

Perhaps you're considering selling the business in the future. You may be contemplating how to choose an appropriate successor. Or, you may simply want to continue to grow the business to the next level to take advantage of new opportunities.

Whatever the situation, you want to make sure your business is viewed as attractively as possible. I've worked with dozens of businesses like yours-developing plans to effectively manage growth, building succession plans, and identifying the actions that will create the best possible exit strategy for the organization.

Services

The Best Time To Create An Emergency Succession Plan Is Before You Need It.

Be prepared for a smooth transition in the event of an unplanned emergency succession. My guide will show you step-by-step how to devise your own plan.

Download my free guide here.

Evaluating Where You Are Today

Let's be honest. Most business owners don't know where to start when it comes to valuing or selling their businesses. As a result, they don't understand what the buyers (or the financers behind the buyers) seek. They miss out on the opportunity to build a business that is both ready to sell and attractive to buyers.

Surprisingly, only 20-30% of small to medium business owners ever sell their businesses at all! Of those who do sell, only 25% say they are happy with the results a year later.

That's the bad news. The good news is that all of this is easily avoidable for most business owners.

How do you determine and then increase your business' value?

Would you like to determine how to net a much larger percentage out of your business, with only a few changes on your part to make it happen?

Here's what's important to understand. Many owners haven't clearly defined what their next chapter of life will be. It's not just what your business might be worth, but whether or not that valuation will satisfy your plans for what you'd like to do next. Without that information, you're likely to set a goal for the business that's either too low or too high-and you'll exhaust yourself to achieve it.

I can help you set a reasonable target number so you know what you'll want to achieve. In just a few minutes, the free tools below can help you understand where your business stands today and what you can do to improve its value. Sometimes that means dreaming even bigger than you've dared to consider before.

Calculate what you have and what you'll need.

These three simple-to-use tools are a great way to benchmark your company against your industry peers, and assess your strengths and weaknesses for each of the eight key drivers of company value.

What is my business worth? And why?

The Value Builder Score™ gives a comprehensive assessment of the "Sellability" of your business, whether you want to sell next year or just to know that you're building a valuable asset for the future.

Get Your Value Builder Score

How do I know if I'm ready to exit?

PREScore™ (or Personal Readiness to Exit Score) is an 8-minute, online questionnaire that evaluates a business owner's readiness to exit their company on a personal level.

Get Your PREScore

How prepared am I for my next chapter?

Freedom Score calculates your Freedom Point - when the sale of your company will generate enough to fund your desired lifestyle for the rest of your life.

Get Your Freedom Score