Business Succession

Is This You?

  • 64% of owners say that retirement and succession planning are their most pressing concerns.1
  • Over 80% of firms have no succession plan.2
  • Over 50% of owners want to sell their business—only 1% successfully do so each year.3
  • Only 30% of family businesses survive to the second generation of leadership.4
  • On average only 10% of family businesses are successful in the third generation.5
  • Around 30% of family business transfer failures become business closures.6

Focused On Your Next Opportunity

As a successful entrepreneur at the peak of your game, you have one more decision to face. A decision that affects everything—your company, your products, your customers, your employees, your family, your community, your legacy.

How and when do you want to exit your business? Making an informed decision starts by asking the right questions with strong answers.


  • The Future Vision

    Targeting your financial goals. Do you know your retirement goals and what it will take—in cash—to reach them?

  • The Size of the Pot

    Confirming your company’s current value. Do you know how much your business is worth today, in cash?

  • The Butterfly

    Metamorphosing your company to its maximum value. Do you know the best ways to maximize the value of your business interest upon sale or transfer?

  • The Empty Chair

    Protecting your company from leadership loss. Do you have a continuity plan for your business if the unexpected happens to you?

  • The Personal Hedge

    Eliminating financial vulnerabilities. Do you know how to maximize the income stream generated by your ownership interest in your business?

  • The Intersection

    Choosing your inside/outside sale option. Do you know how to transfer your business to family members, co-owners, employees, or a third party, maximizing what you receive and minimizing the tax cost of doing so?

  • The Harvest

    Reaping everything your efforts have achieved. It’s not your money! You are just the caretaker of the funds that will eventually go down the government black hole and be lost forever. How does that strike your inner entrepreneur? Unless you plan in advance and apply the methods to keep your money, it’s perfectly true. True for you and your family and any charities you may be inclined to benefit.

Focused On Your Benchmarks

As an entrepreneur, you are fully engaged working in your business. When do you take the time to work on your business? We empower you to step back, gain a longer perspective, and set in motion the necessary changes management process to maximize the results of external, internal, or family transition options.

The goal is to prepare for the impact of the competing dynamics underlying ownership transition—customer growth, product competition, employee well-being, management retention, marketability trends, tax traps, and family harmony.

Our process breaks business succession planning into seven cumulative areas. We help you address the integration of the business succession plan over the optimal time frame with family asset management, risk management, and legacy plans.

  1. Document your ownership transition objectives and timing.
  2. Identify your business and personal resources.
  3. Create opportunities to maximize and protect business value.
  4. Design and implement a business continuity plan.
  5. Evaluate ways to maximize the benefits of the income stream generated by your ownership interest in your business.
  6. Analyze potential for third party ownership transfer or feasibility of ownership transfer to insiders.
  7. Integrate business, personal, and legacy planning.

Focused On Your Rewards

This Can Be You

  • Business owners we advise feel secure that their business succession plans put them in control with clear goals, realistic time frames, tasks, benchmarks, contingency alternatives, and accountability.
  • Our clients are confident that their business success, personal wealth, and future legacy are protected by comprehensive, integrated planning.
  • They express appreciation knowing their plans create a win for themselves, for their employees and management teams, for their communities, for future owners, and for their next generations.

Get Answers Today

Conscious design demands commitment, attention, discipline, and time. Yet, if that sounds arduous, you should recognize it’s exactly the energy you put into growing your business over the years. Conscious design led you to business growth and personal success. Now it is time to focus growth and success on the future ownership conversion value of your business—whether your destination involves outside buyers, inside buyers, or family owners.

Want answers? Our Ownership Conversion and Business Succession Planner is just a click away…


1 [Source: The Exit Planning Process, A Financial Services Group, 2010. Down Market Presents Exit Strategy Opportunities for Business Owners, National Underwriter, 02 Apr 2011]

2 [Source: The Exit Planning Process, A Financial Services Group, 2010. Down Market Presents Exit Strategy Opportunities for Business Owners, National Underwriter, 02 Apr 2011]

3 [Source: Penttila, Chris. “Sell Your Company With Savvy.” Entrepreneur, 31 Mar. 2010.]

4 [Source: Passing Your Business on to the Next Generation: Is It Best for Your Family? Business Know How, 2011. Passing the baton – encouraging successful business transfers: Evidence and key stakeholder opinion, Small Business Service – Durham University.]

5 [Source: Passing Your Business on to the Next Generation: Is It Best for Your Family? Business Know How, 2011. Passing the baton – encouraging successful business transfers: Evidence and key stakeholder opinion, Small Business Service – Durham University.]

6 [Source: Passing Your Business on to the Next Generation: Is It Best for Your Family? Business Know How, 2011. Passing the baton – encouraging successful business transfers: Evidence and key stakeholder opinion, Small Business Service – Durham University.]

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