Business Exit Planning and Succession Planning 2017-10-10T16:15:36+00:00

Exit Planning

For Owners, Advisors and Buyers

A staggering 79% of business owners have no written transition plan, yet 81% need the business to remain profitable after their exit. Whether or not you have specific goals and dreams you’d like to realize upon exiting, it’s likely you do not have the proper pieces in place. You will likely not be able to retire, or the business will not survive your exit. This does not have to be a daunting undertaking when we approach it with a realistic strategic action plan.

You’ve worked hard to build it, take the time to leave it on your terms.

  • Have you become educated in all your options for exiting the business and considered how to do it most successfully, for yourself and your successors?

  • Do you have a trusted set of advisors in place, working consistently and collaboratively with you, to plan your exit/succession needs so you pass along what you have built and take your equity with you.

  • Is your spouse an integral part of your exit planning team? Do you feel committed, connected, have the communication tools and skills, values and desired future vision so you can go forward together with confidence?

  • Do you know what you want to do with your time once you exit the business?

  • Are you a company employee or a group of employees looking long-term, wanting to potentially purchase the company looking for ways to start the communication necessary?

  • Are you a young person impacted by a family exit/succession plan and needing help to understand if you wish to become the successor or play a role in the future of the company?

Preplanning Brings Exit Success

By this point in your life, you know your business and personal life are interconnected. As you shift more energy into one, the other can be affected. We’ll partner with you, and your closest people if necessary, during these shifts to create the future you envision. So you transition with greater ease. So you move into your next life stage with more overall life satisfaction and fulfillment than ever before.
When exiting your business, couples need to Re-Vision the Future

Success Stories

Working with Dr. Jan Hoistad is both productive and a pleasure. Our company has utilized Jan’s talents for strategic planning in building our team of employees and developing strategies for growth. Jan provides the focus needed to look at the big picture and to create balance within both work and personal environments. Business owners and Team leaders can definitely benefit from Jan’s experience, insight, creativity, and ability to keep busy professionals on track with their goals.

D.B., Business Owner, Custom Homes

Case Studies