DO YOU WANT TO “REGRET PROOF” YOUR EVENTUAL EXIT?
“Best money we’ve spent in 25 years...wish we would have done this 5-10 years ago.”
WE CAN HELP.
Exit planning isn’t just about the deal — it’s about your whole life. The transaction is only one chapter — the real success metric is whether your financial goals are achieved, your life continues to have purpose and meaning after the business, your desired legacy is realized, and you have no regrets.
Our approach emphasizes the importance of human factors, like emotions and relationships, which are often overlooked. Prioritizing these elements is vital, yet they often result in owner procrastination. We assist owners in moving forward with the planning they know they need, with a focus on the human aspects that lead to a successful transition.
IS RIGHT FOR YOU IF YOU NEED HELP WITH…
Moving past procrastination, which is often experienced in designing and executing an exit plan.
Deciding whether an internal or external sale or transfer would best accomplish your goals.
Assessing your readiness and that of your business for a successful exit.
Understanding the risks involved in planning your exit.
A financial analysis and modeling for a potential buy-out or sale.
The design and implementation of your exit strategy.
Coordination of your Advisor Team.
Identifying and facing the emotional hurdles of exiting.
Eliminating potential regrets with your eventual exit.
plan for the unexpected.
Ensure your business continues if you do not.
We want to help you preserve and protect the value of your company in the short term and long term, should its most important asset, you, the owner, be no longer available due to death or permanent incapacity.
The report ranks your overall preparedness and summarizes your readiness by category: Finance, Planning, Profit/Revenue, and Operations. It consists of 22 questions, produces a 12-page report, and only takes 15 minutes.
It requires no financial or other confidential information.
It takes a broader view of your business than just the numbers.
Get a complimentary exit READINESS assessment…
“You guys don’t charge enough...it’s a great bang for the buck! ”
“Best money we’ve spent in 25 years...wish we would have done this 5-10 years ago.”
“The personal commitment that we received from Pat & Corby was way beyond what we expected.”