Trusted Advisors & Succession Strategists
Set up a strong exit strategy
Business. Blood, sweat, tears.
How do you put a price on that?
YOU NEED A PLAN
A roadmap to help light your way on the path to a successful business exit.
you need to get organized
A successful exit requires organized finances, proper governance and systems designed to help your business success without you.
you need to prep your team
How will your employees be impacted by the sale of your business and how can you prepare them – and yourself – for the transition?
Jennifer quickly establishes that she is ready to listen to the ‘whole you’ – not just the specific business problem you might have come to her with.
She has broad experience in leading successful small businesses – and she’s inspired me to enjoy the highs and to work through the lows of my own small business. Many thanks!
jennie coleman – ceo, Equifruit
roadmap
A clear plan for your business transition
financials
Understand your position and options. Organize your financials
SET UP FOR SUCCESS
Positioning your brand for future acquisition
team support
Empowering growth and connecting within your business and its team
WHAT'S THE END GAME?
Goal clarity and desires for a future exit
You know you need support to exit your business.
Here it is.
Your business is a unique reflection of you, your values and all of your hard work over the years. You want the legacy to live on, but when you start thinking about an exit strategy, you freeze. There’s so much to consider.
The saying goes, “you don’t know what you don’t know” and, when it comes to exiting a business, there’s a lot to know. You’re eager to learn and understand your options. You know it takes time and commitment. You’re ready.
Welcome to progressive consulting and implementation designed to help you prepare to exit your business while staying true to your vision. Schedule a consultation and let’s see if we’re a good fit.
Advisory Services
The time, soundboard and support you need to start thinking about an exit strategy for your business.
starting at
$3,000
Transition Audit
Business transition tools and analyses including financial overviews, valuation estimates, exit options, legal and tax optimization along with opportunities and risks.
starting at
$6,500
Transition Implementation
Implementation options and investment are based on our Transition Audit findings.
Time and needs will vary.
TBC