Succession Planning

If you’ve been successful in your business, you’ve most likely put tremendous amounts of time, energy and hard work into it. At some point you’re going to have to answer a question that may seem completely foreign to you: What’s the best way to untangle myself from the company I’ve spent so much time putting together?

Start thinking about your exit strategy now. That way, you’ll have plenty of time to consult your advisors, put your plan in place, and optimize your chances for getting the most financial and personal satisfaction from the results.

Simply put, succession planning is preparing your company for the future. True succession planning goes far beyond identifying and preparing your company for sale or transfer to a family member, it encompasses all of the following steps and more:

  • Evaluate your position
  • Set your goals
  • Plan your strategy
  • Changing leadership
  • Exiting from ownership

Sign up to receive your Succession Planning Workbook here

For additional details or to visit with our team, please call or email Bill Mills at 406.556.6160.