Our 5-Phase Process

• Determine your succession timeline
• Understand your business value
• Perform a formal retirement needs analysis
• Consider your preferred succession/transition path

• Identify the GAP between your retirement income needs and the amount of income produced by your business and non-business assets
• Align your non-business assets with your succession objectives
• Analyze the health of your business

• A customized Roadmap that outlines your objectives and provides strategies and tactics
• Examine various “What-if” scenarios
• Focus on your primary and a secondary plan
• All of the above in collaboration with your existing Advisor Team

• Coordinate the efforts of your Advisor Team to:

–  Structure new documents & financing
–  Improve business performance
–  Reduce risk
–  Focus on building value
–  Consider funding solutions

• Implement the solutions and arrange the steps necessary to fulfill your objectives

• Provide accountability to meet your objectives:

–  Peer to Peer Advisory Boards
–  One on One Coaching
–  Implementation Assistance

• Update your plan as appropriate