SECURING
LEGACY:
Resources
HELPING BUSINESS OWNERS
PLAN AND EXECUTE THEIR BEST EXIT OPTION.
ASSESS YOUR BUSINESS
EXECUTE YOUR MASTER PLAN
SECURE YOUR LEGACY
Resources to Build Your Legacy
We can provide:
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RESEARCH AND STATISTICS ABOUT BUSINESS EXIT READINESS
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TOOLS TO EMPOWER BUSINESS OWNERS TO BE PREPARED TO EXIT YOUR BUSINESS WITH CONFIDENCE
“Life after business can be as fulfilling as building your business has been.“
BEGIN WITH A 15-MINUTE BUSINESS ASSESSMENT
Securing Legacy Resources
Year In Review
Reflections for Future Growth – An Assessment
Before we look forward, it is important to look back. By reviewing the past year, we gain a greater perspective on our current reality and we can plan how to move forward and live a more proactive and intentional life.
Owner Planning Checklist
Quick Self-Assessment of your Business
This simple 10-question survey will give you an exit-preparedness score for you and your business.
Life After Business
Personal Planning Guide
This guide will help you create a compelling vision for what your life could look like after you exit your business.
State of Owner Readiness
Informational View from Peer Survey
How effectively (if at all) have you planned for the inevitable exit from your business? See what some of your peers said!
Start with the 4Cs
Seeking to Reignite Sales, Earnings, and Protect Business Value?
Learn about 4 aspects of your business and how improving in each can have a dramatic impact on the success and value of your business.
The Team at Securing Legacy will guide you.
- Statistical awareness of the marketplace
- Understanding your business exit choices
- Realizing you can increase your business value in the marketplace
- Knowing there are steps to take to assure a profitable exit
It is Easy to Get Started
Take our Free Assessment
At Securing Legacy, we use The ExitMap® Assessment tool. The results of this short assessment enable you to understand your business’ current level of preparedness. From there, we can work alongside you and your team to execute a Master Plan that will maximize your business value and chart a clear exit strategy for your business.
Schedule your Complimentary Consultation
With a certified advisor you dive deeper into your personal, financial and business goals, review the possible outcomes, and map out concrete next steps to fulfilling your life-long dreams.
Choose a Plan
It’s up to you. You decide. After hearing your options and considering the goals you have, we will help you execute the plan that best fits your unique situation.
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.
A Plan to Suit Your Situation
We walk you through each step of the process and let you decide where you want to go with your business. We inform you of the pros and cons so you know what you are getting into.
- Preparedness Scoring
- Value and Profit Gap Analysis
- Range of Value Report
- De-risking vs Growth Strategies
Succession Planning
- Key Talent Assessment
- Leadership Readiness Report
- Risk Mitigation Analysis
- Succession Recommendations
- Prioritized Action Report
- Internal Options Analysis
- External Options Analysis
- Market Value Comparison
- Most Viable Options
- Exit Recommendations
Value Acceleration
Full Service Advising + Consulting + Coaching
- Financial Assessment
- Personal Preparedness
- Business Benchmarking
- Gap Analysis & Recommendation
- Quarterly Planning
- Plan Execution Management
- Exit Optioning
- Succession Planning
Do you find yourself wondering:
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IF YOU KNOW ENOUGH ABOUT HOW TO EXIT YOUR BUSINESS PROFITABILY
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IF YOU ARE YOU EQUIPPED FOR A SUCCESSFUL TRANSITION
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IF YOU WILL GET THE FULL VALUE OF YOUR BUSINESS WHEN YOU EXIT
Plan for Your Business Legacy
Select one of our Master Plans above. Our team will help you gain clarity on where your business stands in the marketplace, so you can make informed decisions leading to a successful transition and profitable exit.
NOW YOU CAN EXIT YOUR BUSINESS AT FULL VALUE WITH A HEALTHY TRANSITION PLAN
AFTER YOU HAVE COMPLETED 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.
Certifications
OUR TEAM IS PREPARED TO GUIDE YOU THROUGH THE PROCESS OF EXITING 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