SUCCESSION PLANNING

Did you know...

20 Million businesses in operation in the United States

81% of owners want to stop working within the next 10 years

20% have a written plan to transition ownership

 

We work closely with our clients to develop a customized succession plan. Over the years, we have been able to touch many industries and businesses throughout the state of Iowa. From thrift stores to ice cream shops and feed mills to welding supplies -- we are confident that we can fit your needs! Start the process below by taking our exit planning assessment below and we will be in touch.

 


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.