Exit Strategy

Stewardship. Clear values. Significant change.

Help planning your next steps: experienced team to help guide you through each step.
Fundraising and Pitch Decks: Maybe you’re ready to move on - exhausted or the time has come. Or, you need more help that requires a capital raise.
Clear Process & Strategic advice: to give you the best change of success.

Sometimes multiple children or family are interested in particiapting in the business’s next generation of leadership, but aren’t quite ready or don’t know how to work together.
Maybe all the kids have said “no thank you” and you want to make sure the business value and values are both in good hands, your heirs get money without headaches.
There are internal candidates for succession, and a third-party could help faciltiate the conversation around value, values, and structure to ensure the right legacy and ROI for all the years you’ve invested.
The timing just hasn’t been right until now, and you could use some help with the planning as you phase out of active work.
If you could use help in any of these areas, please contact us.