Sucession, Exit & Transition Planning

Owners have average 65%-85% of their net worth in their privately held US business! - SBA 

As a CRO (Chief Retirement Officer), we work with you as a business owner who wants to successfully leave your business some day, whether voluntarily (3-15 years out) or otherwise (0 years out), but don't quite know how to accomplish that goal.  We use a systematic approach to take control of your Succession, Exit or Transition planning process in order to maximize the value you as a business owner receives on the ultimate sale or transfer of your business.  We collaborate with
business owners and their advisors to:

• Preserve their existing assets–including their monthly paycheck, protect their interests against family, creditors, predators & thieves, and build value within their business using tools they already have.
• Transfer ownership and value as profitably as possible no matter who they plan to sell to.
• Integrate personal, financial and estate planning goals with the goals of their business to maximize profit, minimize tax liability and minimize timing.

“May we ask you a question?  What steps have you taken to leave your business in style?”