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TRANSITION

TRANSITION PLANNING SERVICES

Prepare your business to meet the future head-on

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Gain clarity and achieve the liquidity and legacy you deserve

When you’ve poured yourself into building and growing your business, you want to achieve a transition outcome that makes you feel good. That’s very challenging: 65 to 70% of businesses that pursue a sale or desire to transfer the company to the next generation won’t be successful. And, chances are that even if you do, the outcome you want will elude you.

 

What’s the key ingredient to success for this uphill climb? Planning. Nine out of ten business owners don’t have a written exit plan, missing opportunities to build value, transition, or exit on their terms.

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We are proud to have partnered with the NAVIX CONSULTING team and their proven Dual Track process for transforming business value and achieving exit success. We help navigate exit planning and execution, getting both the OWNER and the BUSINESS ready for exit. Watch our Informational video series to learn how we help you build a better exit strategy.

SHOWBRANDS provides hands-on expertise utilizing the NAVIX proven process to help you:

  • Maximize value for both present and future

  • Clarify exit options and timing

  • Bring family, stakeholders, staff and ownership into alignment

  • Create a detailed transition process

  • Coordinate financial, legal, and tax planning details

  • Preserve your legacy on your terms and plan for what’s next

By planning for the future, you build a stronger business today—and face far better odds when transition comes. 

Key transition planning areas for the owner and business

An effective transition planning process must address key issues for both the owner and the business. Whether you’ll achieve an external or internal transfer, are looking to exit soon, or are planning far in advance, exit planning helps you clarify your goals and map a path to the right outcome.

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Owner transition ready objectives

  • Tax efficiency

  • Legal protection

  • Financial goals

  • Operational goals and needs

  • Family harmony and alignment

  • Emotional readiness

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Business transition ready objectives

  • Transferable Value

  • Financial Report Reliability

  • Business Risk Management

  • Management & Succession

  • Systems & Scalability

  • Business Growth Planning

Start the conversation

 

Let’s have an exploratory discussion—confidentially, of course.

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Reach out today.

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