Transition Planning 2nd Edition
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THE JOURNEY OF LIFE<br />
Have a<br />
family<br />
Start a<br />
business<br />
Invest<br />
in the<br />
business<br />
Grow the<br />
business &<br />
wealth<br />
Design<br />
transition &<br />
estate plans<br />
GENERATION 1<br />
MAKE SUCCESSION A SUCCESS<br />
If you have invested a serious portion of your energy, time and life into<br />
building and nurturing your business, the choices you make relating<br />
to who to work with on the last phase of your succession journey can<br />
make a significant difference.<br />
This guide details the key issues and challenges that can increase your<br />
final sale price and terms by several million dollars.<br />
As you begin the journey towards retirement, it is essential to plan<br />
ahead for the best options for all owners and shareholders.<br />
Selling a business is a marathon not<br />
a sprint. A journey that takes careful<br />
preparation and planning.<br />
If you are considering selling your business with the plan of being out in 3 to 5<br />
years, the best time to start the process is today.<br />
2<br />
INTEGRITY • AGILITY •RESULTS
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