Exit Planning Services
Exit Planning & Transition Services
“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
Basil Peters – Exit Planning Strategist
The Best Time to Do Exit Planning
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.
We often hear that question and most people think that there isn’t a good reason – they couldn’t be more wrong.
- 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)
50% of exits are NOT planned (Death, Disability, Divorce, Disagreement). Do you Think you can Beat the Odds Without a Plan?
Phased Assessment and Implementation
Our exit planning 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
The Triggering Event
Business “Fitness Check”
Get Started with an organizational review and assessment
“Triggering Event” Full Scope Initial assessment with an opinion of value, “Gap Analysis”, and Comprehensive Value Enhancement Plan
Value Enhancement
Enhancing Enterprise Value through Relentless Execution of Plans Developed During Phase One
Decision
Analysis and Evaluation of Your Exit or Transition Options. In this phase, we answer the question of what is the optimum option for a successful transition; and, when is the right time.
Phase Three Details - Click HereReady to Discuss Your Exit Strategy?
Schedule a complimentary, confidential consultation to learn more about your options and how we can help you achieve your goals.