Exit/Succession Planning
Are you a successful business owner? Have you finally decided that you are ready to transition out, but don’t know how to get the process started? Let CEPA certified advisors at Kim & Co. help to ease your concerns and create an effective succession action plan to get on track and make it happen.
It is never too early to begin planning for Succession or Transition.
Life is full of unexpected surprises. Creating a structured, incremental plan you can easily follow while still operating the business provides owners the realistic opportunity to leave a legacy when they transition their business. The advisors at Kim & Co. help you develop a strategic growth and acceleration plan to build your business and its wealth to a point where you can truly transition and be comfortable, allowing you as the business owner to step back while achieving your personal, financial and business goals.
Having an Expert on Your Side Makes ALL the difference – Don’t Go It Alone.
Have you ever tried to create a succession plan? Have you gone online to research how others have done it? You’ll find that there is an overwhelming number of conflicting ideas on how to do it. The problem with free advice is it typically does not apply to your unique needs and situation. The CEPA certified advisors at Kim & Co. work with you to develop a tailored, effective, and attainable plan that matches your goals, needs, and resources.
Kim & Co. will help you –
· Understand fully all your succession planning options.
· Get a range of value for your business – now and later with growth.
· Discover how to pick the right time for you to transition or exit the business effectively.
· Make the business work for you, rather than you just working the business.
· Learn how to keep wealth in the business… with a dedicated team of advisers that specialize in business, personal, and overall financial planning.
· Be prepared for the many surprises that might come your way (pandemics, sudden market changes, unexpected changes in your industry… a plan can help you mitigate these situations)
· Go to work each day knowing the end goal, and that you have a secure plan to get there.