If you feel ‘stuck’ or overwhelmed by your exit plan, I can help you find the clarity and peace of mind you need to take control of your future. The journey starts not with a complex legal document, but with a simple, powerful assessment of where you stand today and defining what succession means to you.
When I work with founders we consider three key questions we explore and address:
1. Business Continuity – How will the business continue to thrive, without you doing what you do today?
2. Personal Finances – What are the considerations for your personal net worth from any transition? How do we de-risk your future for retirement or other plans?
3. Future Purpose– How do you wish to spend your time and energy beyond the transition? My experience is that this is often a neglected area but is critical for success.
