SECURING
LEGACY
Services
EXIT YOUR BUSINESS AT FULL VALUE WITH A HEALTHY TRANSITION PLAN
ASSESS YOUR BUSINESS
EXECUTE YOUR MASTER PLAN
SECURE YOUR LEGACY
Our team of experienced advisors have been where you are.
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.
The Securing Legacy Master Plan
We walk you through each step of the process – reviewing the pros and cons along the way – before letting you decide where you want to go with your business.
NOW YOU CAN EXIT YOUR BUSINESS AT FULL VALUE WITH A HEALTHY TRANSITION PLAN
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.
Business Benchmarking
- 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
Exit Optioning
- 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
Begin now!
Take a FREE 15 minute Exit Assessment to reveal your current Business Readiness.
After you complete your Exit Assessment, schedule a complimentary consultation with our experts to review your Exit Readiness.