REcognize + REfine + REsults = REform
 
Succession & Exit Planning.jpg

Succession & Exit Planning

Succession and exit planning are both “simply good business practices” because they both have a primary focus on mitigating risk while enhancing the value of the organization.

Succession planning is a proactive business strategy for transitioning leadership roles from current to future leaders. Exit planning is a process of enhancing the value of a business to strengthen business sustainability and prepare the business owner for a future transfer of ownership to benefit all stakeholders.

Reform Consulting Succession and Exit Planning services focus on:

  • Providing coaching and consulting services in a variety of value creation and value acceleration areas

  • Facilitating succession plans for client businesses

  • Developing and facilitating exit plans with business owners who are preparing to exit their businesses with and through a consortium of experts in a variety of disciplines:

    • Certified Public Accounting (CPA)

    • Wealth and/or Financial Planning

    • Business Law

    • Investment Banking

    • Business Valuations

    • Business Insurance

    • Business Brokerage