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ADVISORY &
EXIT
STRATEGY.

EXIT PLANNING & ADVISORY CONSULTING

HONORING THE PAST. HONING THE PRESENT. HANDING OFF THE FUTURE.

Your successful career is drawing to an end, what is it that will allow you finish strong? Become financially secure? Be confident in the future of the business? Pass the business along to a colleague or family member? When you stand at the peak looking down, it shouldn’t be scary.  We’ll help with your exit strategy and planning, because you already did the hard part, the climb, which is why we’re here to make the descent with you, each step of the way.

SOLIDIFYING THE OPPORTUNITY IN YOUR BUSINESS…YOUR FUTURE.

retirement planning

STRATEGICALLY PLANNING FOR RETIREMENT

Waking up in your 60’s and deciding to sell your business is like waking up and realizing you haven’t saved a dime for retirement. Unfortunately, we aren’t taught to plan that well for the end of our careers. We’re here to help make it happen, and happen well!

increasing worth

IMPROVING YOUR BUSINESS' WORTH

If you find yourself surprised with your business valuation, don’t be. Many owners are frustrated to hear what their life’s work is worth on paper. Is that all? It has to be more. We can help you identify and execute ways to improve the value of your business, getting you more when it comes time to sell.

family leadership transitions

FAMILY, EMPLOYEE & LEADERSHIP TRANSITIONS

Grooming successors. Next generation ownership. Setting up an ESOP. Staying on in a consulting role, while letting go and letting them do it their way. Navigating the people side of your exit strategy can be much easier with our team as a sounding board and strategic partner.

future proofing the business

EVALUATING OPPORTUNITIES TO SELL

The perfect offer might not come along, and if it does, it might not be the perfect time for you. Having successfully helped businesses transition for years, we can help you identify a good opportunity from a bad one, as well as prepare you financially and mentally to pull the trigger when it’s time to sell.

opportunities to sell

BUILDING THE NEXT GENERATION OF OWNERS

It’s ok that you can’t quite let go or that you think they aren’t ready to take the reins. Our team can work with yours to build strategic, financial, sales, operational, management, and leadership savvy that will honor and protect everything you’ve worked so hard to build.

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OPENING NEW DOORS FOR FUTURE BUSINESS

One of the most satisfying parts of our work is helping the next generation embrace the business, value its history, and make it their own. We can help uncover future opportunities for operations, technologies, and verticals that perhaps you were even tentative to explore. We help make it theirs, as you let go of it being yours.

SPECIALTIES FOR EXIT ADVISORY & BUSINESS TRANSITIONS

Decades of business consulting have taught us one thing. There isn’t one way to transition a business. As your partner, we help you plan and prepare for the future sale of your company and transition to the next generation or new owner. All while keeping your future interests in mind.

  • Exit strategy, planning, and execution
  • M&A due diligence and financial modeling
  • Family business transition
  • Business valuation, tax, and proceeds planning
  • Leadership and management mentoring
  • Interim management

FIND A PATH FORWARD

Contact a CSI Consultant Today

WE ARE ADVISORS. WE ARE PARTNERS. WE ARE COLLABORATORS.

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