SECURING
LEGACY
About
HELPING BUSINESS OWNERS
PLAN AND EXECUTE
THEIR BEST EXIT OPTION.
ASSESS YOUR BUSINESS
EXECUTE YOUR MASTER PLAN
SECURE YOUR LEGACY
Wondering who you can trust to walk you through preparing to exit your business?
Are you feeling unprepared to:
- Build profit and value into your business?
- Put people and systems in place to keep your business successful or prepare it for sale?
- Craft a responsible Exit Plan for your business so you can enjoy your next chapter with your loved ones?
““Plans fail for lack of counsel, but with advisors they succeed”
– Solomon
BEGIN WITH A 15-MINUTE BUSINESS ASSESSMENT
We have been there.
- We are equipped to get the best valuation for your company
- We will give you confidence to prepare for your eventual exit
- Walk with you to direct and craft your succession
The Team at Securing Legacy will guide you.
- Awareness of the marketplace
- Understanding the choices
- Realizing you can increase your business value in the marketplace
- Knowing there are steps to take to assure a profitable exit
Meet: Barry Engelman, Owner + CEO
“I thought I was on track to retire. After 22 years of building a profitable company, with premier brand customers and a service that added significant value, I was sure that the business value necessary to keep me on track for retirement was where it needed to be. My confidence was proved wrong.
Everything looked good on the outside, but under the hood, the business was not built for maximum value, it was not built to exit.
Read More
It was neither ready to transition, or attractive to future buyers. The result was a significantly lower valuation than I had planned, and my “life after business” plan was not secure.
50% of business ownership transitions are involuntary
As a successful business owner, my exit story is like so many others. It wasn’t planned. It was partly a personal decision and partly external circumstances that forced the change. For businesses in the $5-25 million range, 50% of ownership transitions are involuntary. Circumstances like death, divorce, disability, partner disputes, or burnout force transitions of ownership. Owners are often not prepared, and the business is not positioned to sell or transition resulting in a significant loss of wealth and personal regret down the road.
Build a plan with no regrets
I now have the painful knowledge that the outcome could have been different, regardless of external market conditions. So much of building a healthy and valuable company is in the hands of the owner and there are steps to ensure the health and value of the company. We had an amazing product, a dedicated team committed to delivering a transformational service and a business that survived multiple downturns only to come out stronger and more determined.
But we did not have an exit plan.
“If I had it to do over, what would I change?”
In situations like mine, it is very common to ask that age-old question, “What could I have done differently?”. Learning that I had more control over the value of our company than I had realized was a very powerful lesson. That is what drove me to take my 40 years of business experience and great training from the renowned Exit Planning Institute and combine them into a new opportunity for you called Securing Legacy.
You do not need to exit your business unprepared and falling short of your wealth goals. Let our talented team guide you through preparing your business so you can be confident that your business is ready when you are. We are Securing Legacy, coming alongside you to make sure when you exit you have a valuable company worthy of your many years of hard work.”
NOW YOU CAN EXIT YOUR BUSINESS AT FULL VALUE WITH A HEALTHY TRANSITION PLAN
Certifications
OUR TEAM IS PREPARED TO GUIDE YOU THROUGH THE PROCESS TO EXIT YOUR BUSINESS AT FULL VALUE WITH A HEALTHY TRANSITION PLAN
Certified Exit Planner
Exit Planning Institute
Certified Behavior Analyst
Target Training International
The Leadership Circle
360
Series 7 Training
Securities & Exchange Commission
Most small business owners are not prepared to transition out of their business when the time comes.
This costs them personally and financially.
Securing Legacy uses a 3-step Master Plan to build and execute a process that increases the value of the business and prepares the owner for their next chapter in life.
AFTER YOU HAVE DONE YOUR FREE 15 MINUTE ASSESSMENT:
Book a Complimentary Consultation to review how you can secure the wealth and legacy you have built in your business through our proven strategy.