Succession and exit planning should be a priority for ownership or management teams of a business. We assist our clients in developing succession and exit plans that are tailored to the desired objectives and outcomes of the owners and management teams of an organization. Succession and exit plans are critical to the sustainability of a business at certain life cycle stages. We utilize a three-step process consisting of the following:

Assessment Process – We determine the qualitative and quantitative measurements that drive value and address potential pitfalls that could be uncovered when planning for a succession or sale.

Preparation Process – Assist with identifying, training and transferring leadership roles of a company, and determine if business improvements can be made to maximize the enterprise value. In addition, we assess options that are available for a transaction.

Decision Process – Providing information and data to the business owners and management team that is relevant to deciding whether to grow or exit.