Exit Planning & Corporate Development
The achievement of your vision is at the intersection of your personal, financial, and business goals.
Our exit planning and corporate development services aim to help you achieve your growth and business objectives while coordinating with your financial, tax, and legal advisors to support your personal and financial plans. This collaborative approach to strategic planning seeks to generate value beyond your business.
Exit Planning & Corporate Development Process
Our exit planning services encompass a wide range of disciplines, including the evaluation of critical business and owner characteristics, as well as educating the client and impacted parties about transaction dynamics. We prioritize the establishment and safeguarding of key business attributes to enable you to build and maximize value effectively.
Evaluate
Our process starts with a thorough valuation of your business, which is typically your most significant financial asset. We assess its attractiveness and readiness to pinpoint opportunities for strategic enhancement. Use this business valuation as an opportunity to:
- Create an effective personal financial plan
- Identify opportunities for improvement and value enhancement
- Assess alignment between personal, financial, and business objectives
Educate
In collaboration with your advisors, we will identify personal planning opportunities tailored to your vision. We will also provide you with detailed information on your available exit options, including:
- Management buyout
- Employee ownership transitions
- Transferring your business to family
Execute
Develop and support the implementation of a strategic business plan that aligns with your personal vision and preferred exit strategy.
- Mitigate identified risks
- Build a foundation for value enhancement
- Capture identified value opportunities
- Re-evaluate at least annually
We’d love to hear from you
- Main office
Leawood, Kansas