Business Transition Resource

Four Key Steps to Leave Your Business  Successfully


Step One:  Make it Better

• Advisors who make your Business Better:

·       Increase the value and sustainability of your company

·       Increase your options of how to leave

·       Protect you and your family from avoidable risks

Select Advisors:

  • CPA’s
  • Business Advisors
  • Operation Advisors
  • Technology Advisors
  • Sales and Marketing Advisors

Step Two: Make it Matter

• Advisors who make your Business Matter:

·       Make the process of leaving really matter to you, your management team, employees, clients, and providers

Select Advisors:

  • Leadership Coaching Advisors
  • Environmental and Culture Advisors
  • Education Advisors
  • Human Resource Advisors
  • Peer Group Advisors

Step Three: Make it Last

•  Advisors who make your Business Last:

·       Share your personal and business plans

·       Develop a flexible, risk-tolerant plan that will last

Select Advisors:

  • Wealth Management Advisors
  • Estate Planning Advisors
  • Financial Planning Advisors
  • Tax Planning Advisors/CPA’s
  • Business Attorneys

Step Four:  Make it Happen

•  Advisors who make it Happen:

·       Plan for the future transfer of the business

·       Implement your plans into the process

Select Advisors:

  • Exit Planning Specialists
  • Business Brokers
  • Valuation Experts
  • Mergers & Acquisitions Advisors
  • M&A Attorneys
  • Tax Planning Advisors