An owner who is prepared with an attractive business greatly increases the odds that the business will survive a transition of hands.

Exit Value
& Transition
Planning

An owner who is prepared with an attractive business greatly increases the odds that the business will survive a transition of hands.

How ready is your business to be sold? How ready are you for this transition?

Millions of businesses are hitting today’s market with shifting demographics, impacts of the COVID-19 recession, and changing tax regulations. Some estimates show that only 25% of businesses that go to market actually sell.

Your company needs a way to stand out.

Owners whose financial results have been negatively impacted need to realistically evaluate how to proceed and create transition options. Regaining value is a key step for impacted businesses aiming to sell. The next step is proving to buyers that the value will be sustained.

How ready is your business to be sold? How ready are you for this transition?

Millions of businesses are hitting today’s market with shifting demographics, impacts of the COVID-19 recession, and changing tax regulations. Some estimates show that only 25% of businesses that go to market actually sell.

Your company needs a way to stand out.

Owners whose financial results have been negatively impacted need to realistically evaluate how to proceed and create transition options. Regaining value is a key step for impacted businesses aiming to sell. The next step is proving to buyers that the value will be sustained.

Unlocking the value in your business can be tricky. That’s where Exit Value and Transition Planning comes in.

You started your business for the freedom that comes with running your own company. The freedom to earn what you deserve, and to work for whomever you want, when you want, and from wherever you want. The challenge for many business owners is that the dream remains elusive. For you to cash out, someone must want to buy the company.

Maybe you feel trapped in your business because:

You know more than anyone else in your company about your industry

Your customers ask to deal with you personally

You are involved in the building or creating of what you sell

You are your company’s best sales person

You’ve created an exceptional business and you want to gain the best value out of it. We have a unique approach for an exit value and transition plan. Our process results in written goals for the transition of business ownership and control. We consider all factors in place when creating a strategic exit value plan specific to you and your company. We’ll coach you and monitor your progress as you increase the value of your business.

Whether you are selling your business now or want the peace of mind that your business is valuable, our Exit Value and Transition Plan will provide you with the current value of your business and how to increase it moving forward.

Exit Value and Business Transition

Capture more value with The Value Builder System

We utilize The Value Builder SystemTM to help business owners understand how the business might be valued through the lens of a potential buyer. Take the 13-minute survey

Whether you want to sell soon or just know you’re building a valuable asset for the future, improving your Value Builder Score provides a quantifiable ROI towards a higher valuation multiple.

Schedule a complimentary session to discuss your Value Builder results.

Personal Transition Planning

When you’re facing your biggest ownership and leadership transition decisions, will you be ready?

Most owners feel that they are pushed out of their business, but the happiest exits occur when there are more factors pulling you towards your next opportunity.

Not only will we work with you on your readiness for an ownership transition, but we will also work with you on your personal readiness factors. This means helping you take a holistic view to make the best decisions for you and the people you care about.

What are your readiness factors?

Take the PREScore™ questionnaire to understand your readiness to exit your company on a personal level.

You’ll receive a summary and personalized recommendations for improvement, helping you create a plan to minimize risks and develop a vision for your future.

Schedule a complimentary session to discuss your PREScore results.

Position your company for a successful transition.

Request a consultative review of your business goals and personal needs.