Understanding the Complexities of Preparing a Company for Transition

Phase 1 - Your Gap Analysis

Phase 2 - Closing the Gap

Phase 3 - Continuity and Legacy

Exit Planning is a PROCESS not an event. It takes TIME, resources and EXPERTISE to do it right

You should begin your planning at least 2 years in advance and ideally 3- 5 years to maximize business value and retain your options. Exit Planning is also a TEAM sport and requires the expertise of a diverse group of advisors working COLLABORATIVELY to achieve your exit goals. Plan AHEAD and plan SMART to avoid costly mistakes or lasting regrets.

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