Succession, Transition & Exit Planning

Mission

Vison

Prepared, confident, business owners.

Mission

Our Mission is to confidently serve, guide, advise and steward, mid-market and small business owners, through the Succession, Transition and Exit of their business.

Values

Confidentiality, Integrity, Honesty, Balance, Service, Client focus

Strategies

  1. Provide leading edge Exit Planning services to our clients.
  2. Develop and work with like minded professional client advisors.
  3. Invest in continuing education concerning the Exit Planning profession.
  4. Grow market awareness of Exit Planning through strategic alliances with other trusted advisors.

Engagement Principles

  • All information is highly confidential.
  • Define your purposes or objectives, first.
  • Each owner is unique and will need a unique exit plan.
  • Move at your pace.
  • Work in conjunction with existing advisory team, as appropriate.
  • The Exit Plan is your plan.

Mark out a straight path for your feet; stay on the safe path. Proverbs 4:26 (NLT)

Assessments & Tools