Introducing: Business Owner Succession Strategies 

Do you have an exit plan from your business? 

So, you’ve built this amazing business, poured your heart and soul into it for years, and now you’re thinking about what comes next. Have you considered creating an exit plan? It’s not just good practice, it’s crucial for your business’s future and for achieving your post-business goals. But many business owners fail to make an exit plan because they don’t know where to start. 

Here’s the thing: 75% of businesses that go up for sale end up failing to find a buyer or they end up settling for less than they deserve simply because they didn’t plan ahead. That’s a scary stat, especially when you’re counting on that sale to fund your retirement or your next business venture. 

What is Business Owner Succession Strategies?

Enter Business Owner Succession Strategies, or BOSS for short. BOSS is a program designed to help business owners like you smoothly transition out of their businesses. Our team of Certified Exit Planning Advisors® is here to craft a personalized financial and business roadmap based on your unique circumstances. We’re all about simplifying the process, helping you figure out where you are now, where you want to be, and how to get there. 

Your BOSS Plan: Where Are You Now? 

The end goal of an exit plan is to set you up for the next chapter of your life, whether that’s retirement or starting a new business, with the financial security you need. 

We start the program by diving into the nitty-gritty of your business and personal finances.  

• How valuable is your business? We can help connect you with a business valuation firm to find out.  
• Is it too dependent on you as the owner?  
• Are you making a consistent profit?  
• Do you have a solid management team in place?  
• Who do you plan on selling your business to? 

And let’s not forget about your personal financial situation—savings, retirement accounts, assets, debts—the entire picture. 

Your BOSS Plan: Where do you want to go? 

Then, we dive deep into your goals and what your future looks like for you and your family. 

• What are your retirement plans? How much money will you need to make that lifestyle a reality?  
• Thinking of starting a new business? How much will that cost you? 

Your BOSS Plan: Bridging the gap 

Once we’ve got a handle on where you are and where you want to go, it’s time to build a bridge between the two. This means coming up with a comprehensive financial and business plan. You might need to boost your business’s value or explore other investment opportunities to grow your capital. We can help you identify the strategies that can move you towards the next phase of your life. 

Let’s get started!

Our BOSS program is here to guide you through this process starting with one-on-one meetings with our Certified Exit Planning Advisors® Each of these meetings are designed to help you create your exit planning roadmap.

If you’re a business owner who hasn’t thought about your exit strategy or doesn’t have a solid plan in place, BOSS could be just the program you need. Start today by filling out this quick form to qualify for a complimentary conversation with one of our advisors: businessownersuccessionstrategies.com/complimentary-consultation/ 

No strategy assures success or protects against loss.