Current wealth research indicates many private business owners in America will fail to successfully transfer their companies to the next generation.* Deciding how and when to transition your business is difficult because your company may be your most important life accomplishment. Fear of family conflict and failure are often cited as primary reasons why many owners never complete an orderly plan of succession.* This failure of leadership leads to strained family relationships and an eventual loss of wealth and a breakdown in family harmony.
Who should
own your company?
Who should lead
and manage the business?
What role will family
members play if any at all?
How will employees
fare after you leave?
What do you need to take
away from the business?
What will you do with your time, energy and money when you leave?
Inside, Outside
or ESOP
*According to Perry L. Cochell & Rod Zeeb, authors of Beating the Midas Curse
Ownership Advisors helps private business owners plan succession in a way that maintains family harmony. Because a company is often an owner’s most important life accomplishment, the firm’s process addresses both the financial mechanics and the human side — ownership, leadership, family roles, and employees.
Research indicates many private business owners in America fail to successfully transfer their companies to the next generation. Fear of family conflict and fear of failure are frequently cited reasons owners never complete an orderly succession plan — a leadership failure that can strain relationships and erode both wealth and family harmony.
Before a crisis forces it. Deciding how and when to transition is difficult, and the best outcomes come from starting early — while there is still time to align ownership, leadership, and family expectations on your terms.
Exit on Purpose™ is Ownership Advisors’ process designed to align, define, and protect your legacy so you can leave your company in style, in control, and on purpose.
Who should own your company? Who should lead and manage it? What role will family members play, if any? How will employees fare after you leave? What do you need to take away from the business — and what will you do with your time, energy, and money when you go? Inside sale, outside sale, or ESOP?
Yes. Ownership Advisors helps owners think through the full range of transition paths — inside, outside, or ESOP — and align the choice with their values, goals, and family circumstances.
