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EXIT BUSINESS. enter life.


Succession planning is as fundamental to a business as operating the business itself.

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EXIT BUSINESS. enter life.


Succession planning is as fundamental to a business as operating the business itself.

 

Are you ready?

You created a great idea - turned it into a great business - and now you are ready to pass the baton. The process of transferring your business can be time-consuming, untidy, and financially daunting. It’s vital to tie up all loose ends and ensure that your business has the most value possible before transfer or sale.

What if that process could feel easier? What if you could be involved every step of the way and collaborate with someone who had your best business interests at heart?

We know how. We know who. The next event in your life is waiting...

 
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WHAT WE DO


Understanding the process is the first step.

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WHAT WE DO


Understanding the process is the first step.

WE GIVE YOU CHOICES

 

Having your business "sale ready" is a great place to be. This means you have:

  • removed yourself from day-to-day operations
  • a management staff that knows the business
  • a success plan which is critically important so other people understand and share your values
  • taken care of the administrative, financial and legal issues so your company runs like a well-oiled machine

You now have a choice:

Keep the business and enjoy the rewards,

OR

Find someone else to be the leader.

You might even want to structure it so you get the best of both. We give you the knowledge and tools to make the right choice for you and your business. We've even created a Central Documents Registry to help you aggregate all of the supporting documentation for your business in one place, easily accessible, any time.


John has helped our family with complex succession planning and re-organization that will allow us to save taxes and transition the business more efficiently in the future.
— Peter Mitchell, President of Adrenalin Marine Ltd.

 
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HOW WE DO IT


Simplicity is key.

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HOW WE DO IT


Simplicity is key.

 

It starts with Creating Value

We can help you strengthen your company by guiding you in ways to enhance your business, identifying areas of improvement, and closing the value gap. Our 3­-step Value Enhancement Framework leads to an accurate picture of your personal and business options.

Value Enhancement Framework

It starts with creating value, and this means:

  • Reduce risk and liability
  • Ensure continuity
  • Enhance your business value
  • Attract and retain great employees
  • Measure the truly important things in your business

Learn more about the Strategic Succession Value Enhancement Framework.


What John has contributed...has exceeded just advice. I felt like John resonated with what I was going through. It’s a relationship I trust.
— Jim Eisenhauer, Principal of Unison Windows and Doors

 
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OUR partners


Knowledge, advice, and support.

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OUR partners


Knowledge, advice, and support.

 

The Trusted Advisor™ network

We work with the best-in-class alliance partners to complement our core services.

It's important to us that you have the best expertise and tools available so that you can make financially sound and integrated choices that will serve your business and your clients.

Our network of partners facilitates that process by providing key knowledge, advice, and support.