plan FOR exit and life after the business
YOUR CERTIFIED GUIDE TO A SUCCESSFUL transition
“The earlier you start preparing for an exit, the more likely it is that you’ll have a happy one.”
EXIT PLANNING
HAVE YOU DECIDED HOW AND WHEN YOU WILL EXIT?
There is much at stake. Plan now to align your goals with the right exit strategy.
ExitReadiness® ADVISOR
Our Certified Exit Planning Advisors will help you design and implement a plan for the exit strategy (sale, transfer to insiders, ESOP, absentee owner) that will best accomplish your financial, values-based, and legacy goals.
business consulting and coaching
IS YOUR BUSINESS TRANSFERABLE?
Business Owners who build a transferable or sellable business have more exit options. We have performance solutions for accelerating value.
ExitReadiness® CASH FLOW
Strong cash flow and financial performance are essential for building transferable or sellable business value.
The Partnership Charter
We can help you discuss and document all issues that impact a partnership and future success.
ExitReadiness® NEXT LEVEL
Building a transferable business and enjoying life in the business requires a next-level management team.
SUCCESSOR trainING
IS YOUR SUCCESSOR READY TO BE AN OWNER?
When transferring a business to key employees or family members, their preparation for ownership is essential for future success. We can help.
ExitReadiness® NEXT GEN
We can help ensure your successor's success and help owners transition their roles.
PLANNING FOR LIFE AFTER THE BUSINESS
75% OF OWNERS ARE UNHAPPY WITHIN TWO YEARS OF LEAVING THE BUSINESS.
Purpose and meaning are essential for a happy life after the business. We can help plan for a successful next act.
ExitReadiness® NEXT ACT
We will guide you through a process based on the Japanese concept of Ikigai, helping you explore new horizons, passions, and interests to live a life of purpose and meaning after the business.
ARE WE A GOOD MATCH FOR YOUR EXIT PLANNING?
1- ASSESS
Click the START HERE button below to complete our 15-minute Exit Assessment. You will receive a 12-page report scoring you in four key planning categories: Finance, Planning, Revenue/Profitability, Operations. We do not ask for confidential information.
2 - chat
After reviewing your exit assessment, we’ll invite you to book a complimentary, obligation-free virtual meeting to review your assessment report. This helps us understand your exit readiness and ensure we’re a good match for what you want and need.
3 - PROPOSAL
If we believe we can partner with you in achieving your goals, the next step will be to provide a customized proposal with pricing for your consideration.
exit planning conversations with subject matter experts
Listen in as hosts Pat Ennis, CExP, and Walter Deyhle, CPA, discuss essential topics about planning a successful exit from your business with various subject matter experts.
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