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Business transition is a process

For most entrepreneurs, business succession is the largest financial and personal change of their careers. It’s important to view it as a process, not a liquidity event, because there’s a lot to think through and a lot at stake. All owners exit, one way or another. How you do it is a bell you can’t unring.

Why You Need to Think Ahead, Prepare, and Have a Plan
An illustrative story

We know a 54-year old entrepreneur whose initial business idea was two rounds of raising money, followed in short order by an IPO. Twenty-six years later, he is a profitable solopreneur, but with no IPO insight, all savings poured back into the business and a need to monetize his equity to exit. When we first talked, he’d been overtaken by events:

  • He was midway through updating his CRM, inventory and accounting systems, navigating the IT and data chaos
  • He’d just learned that his wife had been diagnosed with early onset Alzheimer’s
  • A potential buyer had raised interest in a letter of intent and hada due diligence list a mile long

Unable to respond, and without an exit plan in place, he lost a timely and urgent opportunity to sell his business. Nobody ever thinks it will happen to them.

What Happens as Results You Can Expect
Use our services à la carte or as one integrated program.

Our services – Get Traction, Build Value, Finish Big – can overlap and integrate easily. Or, given assessment and planning, components can be cherry-picked and done a la carte, as best suits your situation.

What you get is a business succession plan geared to small businesses at a level of quality that that’s usually out of reach. Most service specialists target companies with more than $30 million annual revenue. Our power alley is $500 k to $15 million. Most specialists are focused on their respective service or doing the deal. We’re focused on helping clients succeed spectacularly. “Good luck” is when preparation meets opportunity.