Exit Planning & Transition Services
Why would anyone who is not ready to sell do exit planning?
We often hear that question and most people think that there isn't a good reason - they couldn't be more wrong.
“Every company needs an exit strategy and an exit plan. Ideally, the exit strategy should be agreed upon by the founders before the first dollar of investment goes into the company.”
Basil Peters - Exit Planning Strategist
50% of exits are NOT planned
(Death, Disability, Divorce, Disagreement)
80-90% of a business owners wealth is tied up in their businesses
12 months after selling, 3 out of 4 business owners surveyed “profoundly
regretted” the decision. (Price Waterhouse)
70-80% of businesses put on the market don’t sell. (Business Reference
Guide, T. West)
Only 30% of all family-owned businesses survive into the second
generation; only 12% survive into the third generation; only 3% operate
at the fourth generation and beyond. (Family Firm Institute)
Do you Think you can Beat the Odds Without a Plan?
Phased Assessment and Implementation.
Our services are designed so that a business owner can start the exit planning process with an initial engagement and sequentially add levels of service and complexity to implement a full exit plan. The initial levels have fixed prices for the package of services while the fees for the more advanced levels are based on time spent.