Readiness assessment
An honest review of how dependent the business is on you and what a buyer or successor would see.
Service 11 of 12
Succession & Exit Planning
Whether you plan to sell, hand the business to family or step back gradually, the work starts years before the day itself. We prepare the business, the people and the numbers so you leave on your terms.
What’s included
The work, specifically.
Value drivers
Improving recurring revenue, margins, documentation and management depth that lift value.
Successor development
A plan to prepare family members or managers for leadership.
Transition roadmap
A timeline that coordinates your attorney, CPA, wealth advisor and broker.
Sale preparation
Clean financials, data room and operating documents ready for due diligence.
Owner role after the transition
Defining what you will and will not do once the handoff begins.
Is this you?
Signs it is time to call.
If two or more of these sound familiar, a short conversation will tell us both whether succession & exit work would help.
- You want to retire within five years.
- The business cannot run for two weeks without you.
- Family members are involved, but roles are unclear.
- You have had an offer and do not know what the business is worth.
How it runs
From first call to running rhythm.
Assess
Readiness review and owner goals.
Strengthen
Improve the drivers that make the business transferable.
Prepare
Successors, documents and advisors aligned.
Transition
Guided handoff over an agreed timeline.
What you receive
Deliverables
- Readiness report
- Value improvement plan
- Transition roadmap
- Due diligence binder
?Questions
Succession & Exit: common questions
Do you value businesses?
We work with credentialed valuation professionals for formal valuations and help you improve the drivers they look at.
Can you help with a family succession?
Yes. Family transitions are a large part of this work, including roles, timelines and difficult conversations.
When should I start?
Ideally three to five years before you want to step back, but useful work can be done in any timeframe.
Often paired with
Bookkeeping & Accounting Oversight
Reconciled books, a reliable month-end close and payables and receivables under control.
Business Systems & Automation
The right software, connected properly, with the busywork automated away.
Business Turnaround & Restructuring
Cash stabilization, hard decisions made carefully and a weekly recovery plan.
Free first consultation
Talk to us about succession & exit.
Tell us what is going on. A first consultation is free, confidential and comes with an honest answer about whether we can help.