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Text Content

 

+1 330 350 5410
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 * Home
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   * Succession Planning & Exit Planning
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   * About Us
   * Join the team
 * Contact Us




UNLOCK AND MAXIMIZE YOUR BUSINESS VALUE NOW! PARTNER WITH A SKILLED SUCCESSION
PLUS ADVISOR TO ACHIEVE YOUR TRANSITION GOALS.

Identify, protect and grow your business with tailored strategies for success.
Take the first step today.

LET'S CONNECT

Business Valuation


IDENTIFY VALUE

BUSINESS VALUATION

Know your business value and see how to grow it, step by step.

Business Succession and Exit Planning


MANAGE VALUE

SUCCESSION AND EXIT PLANNING

You only get to leave your business once, so it pays to get it right.

Join our team


JOIN OUR TEAM OF EXPERTS

Attract, retain and motivate your key people.

Our succession planning services guide owners through five key stages in
preparing business owners to transition or exit their business successfully.

1 Identify Value Get a business valuation and identify any unmanaged risk that
is lowering that figure.
2 Protecting Value Tax and risk planning, will, insurance and governing
documentation all complete.
3 Maximizing Value Adjusting and systemizing the business model, getting ready
for sale or succession.
4 Unlocking Value Creating the most value at the time of transition.
5 Managing Value Ensuring assets are protected, and value is maximized through
the exit process.
The Exit Like a Boss Podcast


PREPARE FOR YOUR BIGGEST EVER BUSINESS DEAL

There is one guarantee you have as a business owner: one day you’re going to
leave the business. The question is, will it be on your terms?

This free 21-day audio guide has been developed to give you the foundations to
get the best outcome and maximum value when you eventually exit.

Find out more about this challenge



SUCCESSION+ NEWSROOM

3 min read

Sep 3, 2024 | Blogs

Unlocking Business Potential: Accelerate Your Business Value with the Value Gap
Assessment Tool

2 min read

Aug 20, 2024 | Resources

What if? What happens if businesses in your community fail to transition… and
how can you help them?

1 min read

Jul 17, 2024 | Blogs

The Five Levels of the Business Planning Pyramid

1 min read

Jun 28, 2024 | Blogs

Transforming Business Dynamics: From Owner Dependency to Independence


JOIN ONE OF OUR FREE WEBINARS TO MAXIMIZE THE VALUE OF YOUR BUSINESS.

OUR SUCCESSION PLANNING SERVICES ARE ABOUT GETTING THREE THINGS RIGHT AT THE
SAME TIME: THE BUSINESS, THE OWNERS AND THE FINANCES – INCLUDING BOTH YOUR
BUSINESS AND PERSONAL/FAMILY PREPAREDNESS. OUR GOAL IS TO ENSURE THE BEST
POSSIBLE EXIT OUTCOMES.

Business Planning

We ensure a business is ready for transition – whether it be through an internal
transfer (family members or key employees), or a third-party sale – one that is
risk-managed, with assets protected, good policies and procedures defined,
corporate governance that’s well-managed and documented, effective sales &
marketing operations in place, and a management team well-incentivized and
committed to staying.

Owner Planning

Along with your current advisors, we help you prepare for the next step –
whether that means retirement, starting a new business, or transitioning to a
board role.

Value Planning

We ensure that your business has a sustainable profit model and reporting
framework.

> Leaning on the experience of professionals who’ve been there before is
> invaluable. It provides us with options and directions. It shows us
> possibilities and mistakes to avoid.

Craig Addington
CEO/Principal, Thomas Associates, Inc.

> I strongly urge people not to do their own succession plan. I’m well-versed in
> accounting and other aspects – but you’ll encounter things you’ll do wrong in
> the process. With a major life decision like a succession plan, it’s just not
> wise to do it on your own. You need to seek out people who do this all the
> time.

Mike Smith
Founder and President, Alexis Exhibits, Inc.
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