Our Approach
Align Your Succession Plan With Your Vision
No two succession plans are alike, but they all begin the same way. We work with business owners and entrepreneurs to determine what they want to achieve—personally and professionally.
We then evaluate the current state of the business and determine its value. We assess financial information, leadership and key employees, strengths, weaknesses, opportunities, and threats to fully understand the business.
Many owners put off succession planning because there is so much to evaluate. With Plancorp on your side to do the heavy lifting and handle the details, you can increase the value of your company, cultivate the talent that will carry your vision forward, and gain the peace of mind that you are exiting into a future you designed.
Schedule a Consultation-
Discovery
We'll start by meeting with you to understand your goals and determine your needs in order to establish a foundation for a tailored transition strategy.
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Transition Strategy
We don't want to limit you to a simple plan. Instead, we'll focus on creating a comprehensive strategy that will address all the aspects surrounding ownership transition.
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Future Success
The strategy we build for you is centered around one key objective: Making sure you are prepared and able to lead the life you want after exiting your company.
Your Team
Our team of Exit Strategy Advisors has extensive experience buying, selling, and transitioning companies in the private and public sectors. We’ll leverage our expertise to make sure your transition strategy is as smooth as possible and meets your ultimate goals.
