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Succession Planning

Planning your exit? Take the long view.

Half of business owners have no exit plan (and it’s costing them millions).

Succession and exit planning - when done right - is value creation that lets you exit on YOUR terms.

Discover our 4-phase approach for business succession to exit on your terms.

Download the Resource

Discover the exit strategy most business owners never consider - but should.

Employee Ownership (EO) offers a distinct path to exit, transferring ownership to employees through a distinct structure.

EO provides a frictionless and elegant solution:

  1. Flexible timing for phased exits.
  2. Safeguard company values, independence, and values.
  3. Reward your employees who have built the business.
  4. Unlock tax-efficient sale proceeds through staged payments.
  5. Prevent crisis sales or the heartbreak of closure due to lack of buyers.
  6. Financial fairness along side peace of mind.

For owners who care about their legacy, EO is a natural succession strategy.

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