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.”
— Bo Burlingham, Finish Big

maximize options for exit

BUILD TRANSFERABLE BUSINESS VALUE

MANAGE FINANCIAL PERFORMANCE

Strong cash flow and financial performance are essential for building transferable or sellable business value.

DESIGN YOUR PARTNERSHIP

We can help you discuss and document all issues that impact a partnership and future success.

NEXT LEVEL MANAGEMENT

Building a transferable business and enjoying life in the business requires a next-level management team.

EXIT SUCCESSFULLY

DESIGN AND IMPLEMENT AN EXIT PLAN

ALIGNMENT OF GOALS WITH THE RIGHT EXIT ROUTE

Our certified advisors will help you design and implement a plan for the exit route that will best accomplish your financial, values-based, and legacy goals.

EQUIP YOUR SUCCESSOR

We can help ensure your successor achieves success, and, at the same time, help owners transition their roles.

EXPERIENCE A HAPPY LIFE AFTER THE BUSINESS

PLAN FOR YOUR NEXT ACT

happiness with purpose

We will guide you through a process of exploring new horizons, passions, and interests for a life of purpose and meaning after the business.

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.

BLOG POSTS

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The Emotional Challenges of Your Business Exit
Pat Ennis
The Emotional Challenges of Your Business Exit
Pat Ennis

There is much to do to realize a successful business exit. BUT!!! The most challenging aspects of an owner’s exit tend to be emotional. If not faced and handled well, they can result in owner procrastination, inaction, and regret. Following are common emotional hurdles that many business owners encounter.

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Pat Ennis
Focus On Net Proceeds And Not Just Sale Price When Selling Your Business
Pat Ennis
Focus On Net Proceeds And Not Just Sale Price When Selling Your Business
Pat Ennis

John was excited as “today is the day!” Twenty-five years ago this month he had started his home remodeling business with a truck and a tool belt, and today at 3pm he was going to the deal table to sell his business to a much larger remodeling company. It would be a strategic purchase for the buyer who was willing to pay a premium with a goal of expansion in the region. With the check received today, John knew he could now do everything he and Kim had thought about doing for years — travel, more time with the family and for hobby’s and other interests they both enjoyed.

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Pat Ennis
Year-End Action: Sole Owners Should Review Business Continuity Instructions
Pat Ennis
Year-End Action: Sole Owners Should Review Business Continuity Instructions
Pat Ennis

The end of each year is an ideal time for a sole business owner to review and update their Business Continuity Instructions. An owner’s death or permanent incapacity often leads to the failure of a business, resulting in very difficult consequences for the family, employees, and customers. Written and distributed Business Continuity Instructions will provide those left behind with essential short-term and long-term instructions regarding the continuance of the business.

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Pat Ennis
Discovering Purpose Beyond Business: Lessons from My Exit
Joe Markovitch
Discovering Purpose Beyond Business: Lessons from My Exit
Joe Markovitch

As a business owner, your company is more than just a livelihood—it becomes an extension of your identity, a vessel for your dreams, and often the center of your world. For nearly two decades, Solly’s Bagelry was my life. Co-founding and growing it into a cherished Vancouver institution brought immeasurable pride and purpose. But when I exited the business, I faced a challenge I hadn’t fully anticipated: finding my footing in a world where I was no longer "Joe from Solly’s."

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Joe Markovitch