Certified Business Succession & Exit Planning Advisor - CEPA
Business Succession & Exit Planning
An interesting fact is that the majority of business owners agree that a written exit plan is critical; however, very few ever take the time to develop one. Here are some additional statistics for you to consider.
Want to explore what it takes to put a plan together? Schedule a complementary session.
Do you have an exit strategy – read this article for more things to consider.
Network Magazine
The 5-D’s – Our planning rarely considers the What If’s of life. What would you do if one of these events happened.
5D’s document
Initial Consultation – During our initial complementary 1 hour consultation we will gain insight into your business, your desires and share with you the path that we follow to help you understand the value of your business and the path to increase its value.
Assessment and Plan Development – This is a 3 month engagement in which we schedule meetings to understand your current business, employees, systems and financials. You will receive a detailed assessment report and will work with us to develop a detailed plan to improve your business.
Plan Implementation – If you decide after the Assessment and Plan development that you would like to have us be part of your team to implement the improvements, we will develop a detailed set of workshops to engage your key staff and hold them accountable for the results.
- Initiation: During a 3 hour session or 2 shorter sessions we will collect information on your organization, processes and financials to enabled a detailed business assessment and value calculation.
- Report: You will get is a report that outlines you readiness to exit, your businesses readiness to sell and a calculated anticipated value for your business and what it could be worth.
- Actions: Together we will develop a plan to implement improvements in your business to increase the value and attractiveness of the business.
- Plan Implementation – If you decide after the Assessment and Plan development that you would like to have us be part of your team to implement the improvements, we will develop a detailed set of workshops to engage your key staff and hold them accountable for the results.
Ready to Get Started – Let’s Schedule Your Consultation
You have done your valuation and evaluated both your readiness as well as your business readiness. What is next? Implementation.
The initial engagement will give you the plan to move your organization forward by both increasing the value to a future owner as well as helping your staff to become more independent. Your job is to implement the plan, hold your team accountable and make adjustments.
We recognize that for many putting the steps in place to drive real change and align your organization takes time that you may not have. We have a proven set of workshops to align your key staff, develop actions to move the business forward and to hold your team accountable. We can hold workshops as frequently as you would like and have follow up sessions with your staff to ensure that your critical actions are being implemented.
Let's Discuss Moving Your Business Forward
To ask questions via email or call CEPA certified strategist Byron Roth of The Alternative Board – Lehigh Valley at 908-391-4776.