After all the work you put into growing your business, selling it may be the last thing on your mind. But whether you’re looking to transition ownership now or in the future, it’s never too soon to start thinking about your approach.
Plancorp can help you develop a comprehensive transition strategy. Then, we’ll assemble and coordinate a team of trusted professionals to execute that plan.
1) Data Collection. Through one-on-one consultations and in-depth questionnaires, we gain an understanding of your goals for life after exiting your business.
2) Valuation and Analysis. We evaluate possible exit options and potential risks of each. Then, we prepare a comprehensive financial analysis to see if your projected resources will meet your income needs.
3) Recommendations. We assist in developing a strategy to maximize the value of your business during the transition. Our action plans ensure you, your family and all entities involved are ready.
4) Implementation. Once the road map is prepared, we help assemble the right team of appropriate advisors and collaborate with them as we execute your plan.