Join our NewsletterValue builders link

SUCCESSION PLANNING

Succession Planning

Your family, community, customers, employees, and supplies are counting on you to make plans for your business to continue after you are gone. But do you have a plan in place?

We will help you identify your exit objectives and help you build a roadmap for a successful ownership and management transition. 

How It Works

There are three phases to Advance Iowa's succession planning sessions.

 

Exit Planning Assessment

​If you have thought about leaving your business but do not know how to begin, you are in good company. 

 

What to expect when you complete the Exit Planning Assessment:

  • A written Exit Plan based on your goals, objectives, and concerns. Only after listening carefully to your answers to dozens of questions will we begin to create your Exit Plan. 
  • A coordinated process that draws on the expertise of other advisors, because we know that your successful exit depends on it. 

Let us help you plan and achieve your successful business exit.