Business Planning

Business value and potential value developed from comprehensive analysis addressing critical issues and value drivers. Creates a roadmap to reach desired business value leveraging Succession Plus’s 21-step process.

Align the Personal, Personal Financial, and Business goals of the owner to craft a comprehensive plan. Integrate these goals into a 21-step plan to maximize the value of the business, enabling the owner to exit on their terms.

When entrepreneurs start a business, the last thing on their minds is succession planning. Most business owners spend a lot of time – as they should – on Operations Plans, Marketing Plans, Capital-spending Plans, Maintenance Planning, Staffing Plans…and more. But what about Succession Planning...