Succession Planning

Whether you simply want to spend less time working in your business or you’re ready to exit, we can help you make it happen.

Succession planning is all about identifying the critical positions within your business and developing action plans for how to get the right people in those roles.

In order to step out of the day-to-day operations of your business business, it has to be able to run without you. We’ll help you get super clear about the current state of your business and the shifts that need to occur in your planning, operations, org chart, compensation structure, and revenue model that will enable one of two things:

1. The business to run without you and generate enough net income to

  • pay you enough to live the life you want,

  • competitively pay the executive(s) needed replace you, and

  • create sufficient profit and cash flow to support continued growth.

2. The business to be sold and

  • run without you without losing value,

  • have sufficient resources to support long-term growth, and

  • immediately add value to the new owner's portfolio with a clear path to continued/increased profitability.

Let us help you plan your next act.