Business Exit and Succession Coaching

We help entrepreneurs and business owners plan & execute a successful exit

Seeking to optimize outcomes on mergers, acquisitions, divestitures, corporate sales, joint venture or private debt and equity placements? Our experienced Business Exit and Succession coaches provide strategic planning and advisory coaching to guide you in evaluating both traditional acquisitions and non-equity, non-bank alternative financing for growth or shareholder restructuring on any variety of domestic and international corporate transactions.


Feel confident and prepared in the process of exiting a business

Exit and succession coaching is a specialized form of business coaching that helps entrepreneurs and business owners plan and execute a successful exit from their business. The goal of exit and succession coaching is to help business owners maximize the value of their business, minimize taxes, and ensure a smooth transition for employees, customers, and the business itself.

With the help of an experienced exit and succession coach, business owners can feel confident and prepared as they navigate the process of exiting their business and moving on to the next chapter in their lives.

The value in Exit and Succession Coaching

Understand your options in an exit

One of the key benefits of exit and succession coaching is that it helps business owners understand the various options available to them when it comes to exiting their business. This includes options such as selling the business to a third party, passing it on to family members, or taking the business public. By understanding these options, business owners are better able to make informed decisions about the best course of action for them and their business.

Prepare and execute your exit plan

Another key benefit of exit and succession coaching is that it helps business owners to prepare for and execute their exit plan. This includes identifying and addressing any potential roadblocks or obstacles, as well as developing a detailed plan for the transition of ownership and management. This can include everything from transferring key relationships and contracts to training new leaders and ensuring a smooth transition for employees and customers.

We're with you every step of the way to help navigate a successful exit

Exit and succession coaching also provides business owners with the support and guidance they need to navigate the financial and legal aspects of exiting their business. This includes working with financial advisors to evaluate the value of the business, and with lawyers to draft legal documents such as buy-sell agreements and other contracts.

Meet Our team of Exit and Succession Coaches

Want to learn More about our business and exit coaching?