GETTING STARTED - Founders Group – Business Succession Planning, Transition and Exit Planning Valuation

GETTING STARTED

Contrary to the typical business transition conversation that centers around the operating entity and its ownership structure, we begin by ensuring you know what problem you’re seeking to solve through exploration of The Anatomy of Choice.

By taking the time to re-focus the conversation around the Five Limitations to Progress, we help you gain clarity about the areas you have nailed, and those you are concerned about.  We then guide you to comfortably and confidently contemplate the factors and people that have contributed to your success, and that are essential to the ongoing vitality of what you’ve built.

When we are both confident that you are ready to develop a plan that includes talent, timeframes, accountability metrics for research, design, and implementation, together we decide if it is appropriate and beneficial for you to engage The Founders Group through one of The Engagements consisting of:

The Process

I. The Anatomy of Choice
We guide you to comfortably and confidently contemplate
the factors and people that have contributed to your success,
and that are essential to the ongoing vitality of what you’ve
built.  Just as important as the life of the business after you,
we explore and design your life after the business.  The
resulting plan includes talent, timeframes, and accountability
metrics for research, design, and implementation.  It answers
each core question of if, when, how, how much, and to whom.

II. Review and Enhancement Design
We begin with thorough diagnostics, including a
Calculated Valuation conducted by our credentialed
valuation professionals, and assessments in two
distinct areas: attractiveness and readiness. These
diagnostics solidly benchmark your starting point
.

III. Enhancement Initiatives
Through your current advisors and any that we may
jointly identify, we facilitate the implementation of
your Enhancement Initiatives to realize the unrealized
business value.

IV. The Decision
When the business is attractive and ready, realize
the options and possibilities for your business,
employees, and family.