Succession/Exit Plan
At some point, we build a business with the dream of selling it at a profit to move onto a new venture or retire. Succession planning is focused on implementing exit strategies that will enable the business to continue in a profitable fashion under a new management structure.
All raw information is supplied by the client:
- Approx 30 with a maximum of 35 pages with appendices
- Detailed report on your Operational Systems and requirements
- Detailed report covering your Marketing Activities and options
- Detailed report covering current Market Research and Trends
- Detailed report covering your Legal Compliance and
requirements
- Full 2 year financial projections covering:
- Projected Profit and Loss
- Project Balance Sheet
- Projected monthly cash flow statements
- projected monthly sales analysis
- Proprietors personal budget