Exit Planning

We employ a comprehensive set of strategies to ensure that you can exit your business on your terms; including your timeline, price and desired succession model. To ensure these goals are met, our process addresses your personal goals, the needs of the business, the steps required for continuity of the business, and the overall objective of your transition. This includes the assessment, and required development, of the senior talent to ensure a thriving agency after your transition. The outcome will ensure that each owner we serve has several exit options to consider.

Departing Your Agency on Your Terms
● Define owner personal and financial goals
● Align expectations with agency valuation, transaction design and pay-out structure
● Assess impact of owner’s exit (skills, relationships and financial gaps)
● Develop aspirational future organizational chart addressing exit gaps
● Assess existing senior level talent vs. aspirational organizational chart
● Address remaining talent gaps (promote, develop and recruit)
● Lock in key talent with compelling compensation model