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Start Taking Bold Action On Business Succession

As a business owner, one way or another – at death or during life – you will leave your business.

54% of business owners surveyed intend to exit their business in the next 10 years, but 72% have not developed a strategy.

Business Succession is a Series of Strategies that:

  • Transitions ownership to someone else
  • Help strengthen and grow your business over time
  • Help you realize value in all your hard work and goodwill when it comes time to exit

There are two different business succession paths: a Planful Approach to leave the business during your lifetime, and a Contingency Approach to prepare for life events that dictate departure, such as death, disability and divorce.

Key Questions to Consider

  • Will you step back or retire completely from your business?
  • Who will take over the business?
  • When will you transition?
  • How will you transition?
  • Do you know what your business is worth?
  • Do you have a buy-sell agreement?

You have worked hard to build your business, we can help you turn that hard work into cash when you exit.

Contact Me ➤

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Take BOLD Action To Advance Your Business

Identify and prioritize business and personal concerns

Implement solutions to address them

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