Exit, Succession, and Transition

You have spent many hours of your life building your successful business, and now you are considering an exit. Within the next five years, this might be a sale, grooming a successor, or transition to employees or family members, and you want a guide to lead you to this successful transition.

You are nervous about its future and whether your life’s work can be transitioned, whether it is worth anything, what happens once you are not managing the day-to-day, and what you will do once you have transitioned.

With the proper guidance, you can have clarity of direction, plans, and implementation, ensuring you, your business, and your finances are ready and giving you the confidence to make the best decisions for you and your family.

As a business coach with an exit planning specialism, I help you gain confidence, clarity, and a roadmap to move forward in preparing to achieve your desired transition when the time comes, or the right opportunity comes knocking.

Schedule a Discovery call

Here is how we’ll work together on preparing you for your exit, succession, or transition from your business:

Initial Assessment: We'll start by comprehensively evaluating your business from buyers' and successors' perspectives, identifying strengths and areas for improvement, and assessing your personal and financial planning.
Customized Action Plan: Based on the assessment, we'll create a tailored strategy that addresses your specific needs and goals.
Twice Monthly Owner Coaching Sessions: Through regular one-on-one sessions, we'll help you get ahead of the business and your post-business life phase, either in person or via video.
Quarterly Advisor Meetings: Through quarterly meetings with your Wealth Advisor, CPA, Legal, and other advisor representatives, and impacted immediate family members to ensure that all is on track.
Project Coaching Sessions: These are in-person sessions supported by video, and we coach the business, leaders, and teams through the design and implementation of the projects identified in the Assessment.
Access to Resources: You'll get exclusive access to tools, templates, and training materials to support your continued growth and transition.
Ongoing Support: I'll be your dedicated growth partner, available for guidance and support between sessions.
Private Workshop Access: You will have the opportunity to attend client-only workshops.
Network Access: We have an extensive network of professionals with whom we can introduce you to specialists who can meet your needs.

Are you ready to start? Schedule your complimentary discovery call today. We'll discuss your transition goals together.

Book Your Discovery call