Succession Planning Services

Valuation and KPIs: By determining the current value of their business as well as what business changes will push the most to the bottom line, we help business owners ensure they will receive the highest value when they exit in the next few years. We help clients identify key performance indicators and implement strategies to enhance their company’s Value Drivers to generate a premium price for their business. Key Employee Compensation: When key employees are appropriately compensated, they are often more productive and efficient, which can increase the value of your company. We help business owners establish employee compensation plans that align with their business and succession planning goals. Gap Analysis: We help business owners determine whether a gap exists between the resources they have today and the resources they will need to achieve their financial goals. The Gap Analysis gives owners a new and more realistic understanding of how much time, capital, and effort it will take to get from where they are to where they want and need to be. Emergency Operating Plan:  We help business owners structure emergency operation plans, which is a written plan that serves as a non-binding guide for their families. These plans provide suggestions and instructions for how the owner’s family should address business and personal financial issues in the event of the owner’s untimely death or incapacitation.