Preparing for Succession
Plan your legacy with confidence through coaching that brings clarity to every step.
You’ve poured years of dedication, sacrifice, and passion into your business.
Now, as you consider the next chapter, the thought of letting go can feel overwhelming. Questions loom: How do I preserve the value I’ve created? What happens to my employees? Will my legacy endure? We understand that exit planning isn’t just about the numbers; it’s about people, community, and hard work. The decisions you face are deeply personal, and the process can feel uncertain and complex. Here are some example areas of support we prioritize with small business owners who are navigating succession:
AREAS OF SUPPORT:
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Exit & succession planning
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How to value your business
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Evaluating exit options
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Building value via operations
Our Programs
Workshops
1-hr presentations on topics in Marketing, Finance, Operations, Strategy. Includes Q&A, follow up tools and optional 1:1.
1-2 Consultants: Multiple owners
Deep Dives
Intensive, multi-week deep dive into key challenges. Includes customized tools, action plan and 3, 6, 12 mo follow up.
2 Consultants: 1 Owner
Recognized for Transparency & Empowerment
We’re proud to align with leading organizations that champion transparency, accountability, and sustainable small business growth.
