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Succession and Exit

Our clients are business owners like you, who have invested 20, 30, even 40 years building their business and recognize the importance of proactively planning for an eventual transfer of ownership. Whether your timeline is five years or fifteen, ensuring the profitability and sustainability of your business is important. It ensures a viable future for your business and the many lives it touches, and for most of you, it funds at least a part of your retirement.

We’re not wealth advisors or CPA’s. We’re not business valuation experts. We can’t help you get financing or find a buyer. So what can we do?

We ensure you have the leadership in place to run and grow your business, profitably and sustainably. Without strong leadership, you won’t survive.

That’s where we come in.

  • We build strong leaders out of your high potentials. The outcome— Improved performance and accelerated results.
  • We position you to enrich your culture and engage in conversations that bring out the best in your team.
    Whether you stay another 15 years or plan to exit in two, you need a strong team to ensure you get the return on your investment. We also know that financial return is not enough.
  • We help you discover and create a lifestyle that is meaningful and rewarding for you as you move into the next phase of your life.

Ramping down or exiting your business can be hard. Most owners face all kinds of conflicting emotions as they separate from what has been such a significant part of their life.

If you are at the stage where you’re thinking about, or seriously considering the sale of your business…and your future, call us today at (336) 458-9939.