No Succession Plan infoQuest

No Succession Plan

Our research notes that 67% of business owners are in the midst of seeking succession plans to either pursue retirement or to transition them away from the daily grind of operating their business. Yet many feel trapped because they have not developed an exit strategy or succession plan to continue the business: they want out, but no clear solution exists without jeopardizing their business or retirement.

We are certified exit planning advisors and have developed succession plans for many business owners that maximize retirement outcomes and achieve personal goals. This includes helping each owner evaluate second-generation family or existing executives to determine their capability as leaders without the owner. Often these leaders may require additional coaching or training to become true assets for the business, and we remain on hand to provide that guidance.

Can you or your organization use some help with
no succession plan?
Our team would love to speak with you!