Succession Planning & Exit Strategy
Plan your business transition years ahead. Family succession, management buyout, or external sale.
Why 10 Years Isn't Too Early
Most business owners wait too long to start succession planning. By the time they're ready to exit, they're making rushed decisions with limited options.
The best transitions are planned years in advance. Whether you're transferring to family members, selling to management, or preparing for external sale, early planning creates options, maximizes value, and reduces risk.
Remote advisory makes this process practical and affordable. Regular strategic sessions over months or years, not intensive on-site engagements.
When You Need This
✓ Planning Family Succession
Transitioning ownership to next generation. Navigate family dynamics, valuation for estate planning, tax-efficient ownership transfer, and capability development for successors.
✓ Management Buyout Planning
Structuring sale to existing management team. Valuation, financing strategies, transition timeline, and ensuring business continuity throughout the process.
✓ Preparing for External Sale
5-10 year plan to maximize business value before sale. Identify value drivers, address weaknesses, develop growth strategy, and time the market effectively.
✓ Retirement Planning for Business Owners
Financial planning integrated with business exit. Understand how much you need from the sale, optimize tax treatment, and structure transition for financial security.
What We Deliver
- Succession Options Analysis — Evaluate all transition pathways: family succession, management buyout, external sale, or gradual wind-down
- Business Valuation for Planning — Understand current value and value drivers. Different methodologies for different succession scenarios
- Timeline Development — Realistic multi-year plan from initial planning to final transition. Milestones, decision points, and flexibility for changes
- Value Maximization Strategy — Identify and implement changes that increase business value before transition. Growth initiatives, risk reduction, operational improvements
- Tax-Efficient Structuring — Work with your accountants and lawyers to optimize ownership transition. Coordinate estate planning, tax structures, and legal requirements
- Continuity Planning — Ensure business resilience throughout transition. Knowledge transfer, leadership development, and operational sustainability
- Absolute Discretion — Confidential throughout. Your succession planning remains private until you're ready to announce it
Remote Advisory for Long-Term Planning
Succession planning is perfect for remote delivery
Unlike operational projects that need on-site presence, succession planning is strategic and long-term. Regular video sessions over months or years are more effective than intensive on-site workshops.
How It Works
- Initial assessment and options analysis (2-3 sessions)
- Business valuation and value driver identification
- Multi-year transition plan development
- Quarterly or bi-annual strategy sessions to track progress and adjust plans
- Coordination with your legal, accounting, and financial advisors
- Final transition support when the time comes
This long-term advisory relationship works well remotely. Lower costs than traditional consulting, easier to schedule sessions around your business commitments, and focused work without travel time.
Related Services
Business Valuation
Understand your business value and what drives it. Essential for succession planning.
Learn More →Growth Strategy
Maximize business value before transition with strategic growth initiatives.
Learn More →Financial Structuring
Tax-efficient ownership transition and capital structure optimization.
Learn More →