Ownership Exit Planning

Ownership Exit Planning

Every business owner will exit their business someday.  This may be within your planned timeline or outside of your control unexpectedly.  Advisor Game Plan believes that every business owner, regardless of their age, their business size, or their situation, should have an organized, ownership exit plan documented with the guidance of an experienced and certified ownership exit planner.     

 

Powered by CEPA (Certified Exit Planning Advisor), Advisor Game Plan has made big investments in our exit planning guidance for business owners.  Why CEPA? 

  • Organized step-by-step system for exit planning
  • Common language for all professionals involved in your exit plan
  • Guidance for each business owners chosen exit plan options:
    • Sustainable partnership structure
    • Internal leadership ownership transition
    • Family business generational transition
    • Third-party buyer transition
    • ESOP
  • Death & Disability Plans for the unexpected 

 

What we provide:

  1. Business Valuations - ask us about our unique annual business valuation service
  2. Business Executive Coaching to accelerate your business growth - ask us about our 8 Drivers Process helping business owners impact their strategic plan with considerations of what adds true value to their business
  3. Exit Strategies and Execution - ask us about how we help business owners start to finish the exit from their business
  4. Acquisition Strategies and Coaching - ask us about how we help business owners on the opposite side learn how to acquire businesses to achieve rapid growth and scale

Ways To Work With Us

What do you want to change in your construction business? Let’s think innovation together! We offer two different approaches to work together, assuring we serve your unique needs and help accomplish your specific goals.

The Game Plan

Our executive coaches use our proven process to help you reach your vision. It’s a layered approach to help your organization align your actions with your vision.

Thriving Leaders University

Our unique business leader coaching program empowers you to thrive as a leader through educational podcasts and accompanying resources plus collaboration and accountability practices with others enrolled in the program.