Two-thirds do not know all their exit options
Half need the company to remain profitable, yet 86% have not done strategic review or a value growth project
This stage will determine the direction we need to take moving forward. We start with a business valuation and assess your Personal, Financial and Business Plans. This will allow us to form a prioritized action plan.
Creating value and de-risking your business is crucial. We will help you accomplish this with personal and financial planning, along with business improvements. We will then be able to assemble proof and prepare a master plan.
At this point, our hope is that you as the owner are much more educated on the succession process and can feel comfortable making a decision between growing or exiting your business. We will continue to help guide you with whatever path you take.
The most crucial contingencies you need to plan for in case of Death, Disability, Divorce, Disagreement, and/or Distress.
A foundational document outlining 14 areas of consideration to disaster-proof your business.
See the bigger picture. Click below for a sneak peak into what it takes to be fully prepared to exit or transition your company.
Three numbers every owner should know and manage to meet their financial goals.
A valuable article on how to determine the value of your business and ignite your profits.
Business Clarity by Design
702 East Willow Drive, Spencer, Wisconsin 54479, United States
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