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EXIT STRATEGY IS OFTEN OVERLOOKED

It is a multi-year, complex phase of business.  But it is different from any other strategic plan for your business.  This is a strategy for you.

IT’S NOT ABOUT LEAVING.
IT’S ABOUT LEGACY.

  • 88% of Business Owners have no written transition plan

  • 50% do not differentiate between a management and an ownership transition

WE LOOK AT YOUR BUSINESS FROM A BUYER'S PERSPECTIVE

Even if it's not for sale.  Seeing your business through the eyes of a potential buyer has short-term performance benefits.

EXIT STRATEGY IS PERSONAL

  • Family Succession Planning

  • Partners

  • Career & Professional Identity

  • Need to Cash Out

Why Owner Strategy?: Services

IT'S NOT ABOUT LEAVING.

IT'S ABOUT LEGACY.

As an entrepreneur, you are used to solving problems.

Then why do so many of us not have an exit strategy in place?


Studies of business owners have shown a combination of factors:

  • too busy building the business, to focus on the personal long-term

  • very complex, dynamic relationships at stake (kids, spouse, partners)

  • we are not ready to leave.

Unfortunately, most people wait until the problems are immediate.

Why Owner Strategy?: Text

Legacy – defined by your lasting impact on all stakeholders


Questions Related to Legacy:

-what did you intend to build, when you started your organization?

-do you feel responsible for different people in your life today, than when you began?

-are you in a position to ensure your stakeholder’s well being and respect?

-what relationships carry stress?

-is your personal health and business health synergistic?  Or at odds?

-how deeply invested are you in your own leadership, financially and emotionally?

-what would you like your life to look like in 10 years?

-if you were to walk away today, what would happen?

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Why Owner Strategy?: Image
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Image by ‏🌸🙌 فی عین الله

”Everyone wants to go out on top.  But unfortunately very few do. 


They underestimate how long it takes.  So by the time they’re ready – they are already headed downhill.


It’s one of my biggest regrets.  That I did not figure out sooner how I was going to leave my company.  Fortunately, I’m fine financially.  But the outcome for everyone – my clients, my family, and myself could have been much better.”

- Carolyn L.   Financial Advisory Firm Owner (Retired)

Why Owner Strategy?: Welcome

"EXITING IS A PHASE OF BUSINESS"

HERE IS AN EXCERPT FROM THE INTRODUCTION OF THE EXCELLENT BOOK ‘FINISH BIG’ WRITTEN IN 2014 BY LEGENDARY INC. MAGAZINE JOURNALIST BO BURLINGHAM.

“When I set out to write this book, I didn’t know much about exiting a business.  Inc. Magazine where I’ve worked for more than three decades, had paid scant attention to the subject over the years...  In my mind, the exit was simply an event that marked the end of a journey... I’d also tended to regard exiting as a choice, not a necessity...


Once I took a closer look at exiting, I realized that it is a far more complex subject than I’d realized.  It isn’t an event.  It is a phase of business, just as the start-up period is a phase... some people wound up happy with the process and the way it turned out, while others looked back on it as a nightmare...


The owners who’d exited well had realized early on that it was not enough just to have a viable business.  Most viable businesses are, in fact, unsellable.  To create market value, these owners (who exited well) had learned to look at their business through the eyes of a  potential buyer or investor.”

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Why Owner Strategy?: About Me

WE LOOK AT YOUR BUSINESS FROM A BUYER'S PERSPECTIVE

Seeing your business through the eyes of a potential buyer has short term benefits. 

Think about your home – it’s nice to live in a house that is freshly painted, fixed up, and turn-key.  However, usually it’s only like that on the day you move in, and the day you move out. 


We will help examine the difficult issues in your business that have been swept under the rug, or placed in the closet, to improve your day-to-day experience.


But what if I never expect to sell?    You’re not alone.


  • 58% of business owners expect to have some continuing role in the business after they exit

  • 47% expect to transition to some form of internal buyer (family, employees...)


These scenarios require even more careful advance planning to ensure sufficient liquidity for your equity, leadership transitions, and clarity of roles.

It is not a matter of if  we exit.  It is a matter of HOW.

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Why Owner Strategy?: Text

THIS PROCESS
IS MULTI-YEAR
NON-LINEAR, EVOLVING
& DYNAMIC.

We specialize in working directly with the business owner, founder or leader on the complex intersection of their personal goals and business objectives.

Why Owner Strategy?: Welcome
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WE ANTICIPATE

That you may still be interested in running your business for a significant amount of time.

Why begin an owner strategy plan today?

There are 3 reasons clients work with us.

1)  Long Term Personal Strategy

We work with busy people who are in the thick of it.  Taking on major risk, and financial investment.  But what is good for your business – is not always good for you. 


Debt.  Equity partners.  Ambitious growth plans.  We are a support system to manage personal risk through these decisions – and hold entrepreneurs accountable to their personal ambitions. 

2) Specific Planned Goals

Planning for a sale.  Capital fundraising.  Retirement.  Leadership change.

3) Short Term Pain

We remain constantly prepared to assist clients with immediate situations.

  • Difficult Family Dynamics

  • Partnership Disagreements

  • New External Forces Threatening Long-Term Plans

  • Need to Cash Out

View our Services
Why Owner Strategy?: About Me
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