Exit and Succession Planning Scenarios

Exit and succession planning is one of the most important strategies you will need to implement throughout the life of your business, and whether you are ready to start today or in 10 years, it’s never too early to begin the discussions.

The Schneider Downs Exit and Succession Planning team understand that every engagement is unique with each client having specific goals, objectives and needs based on their individual circumstances. 

Below are sample client profiles illustrating the different scenarios that can benefit from exit and succession planning services. 

Meet David

Senior Professional Male
A Successful Business Founder and Owner Ready to Retire

“Are there equity arrangements available to bring associates into the ownership fold?"

Meet Darren

Entrepreneur Looking for His Next Adventure
A Serial Entrepreneur Looking for His Next Adventure

“How can I learn more about the due diligence process to ensure my company’s value is represented accurately?"

Meet ABC Technologies

Startup/Technology Group
A Successful Start-Up Technology Company Confronting Business Challenges and Needs

“ How can we grow the business without losing control or sight of our mission?"

Meet The Hawthornes

Multi-generational Family
A Successful Family Business CEO Ready to Transition to the Next Generation

“Are my children capable to run the business? Do they even want to?"

Meet Lisa

A Female Business Owner of a Construction Company Looking for Exit Options
A Female Business Owner of a Construction Company

“Who can lead the company when I leave? Is there family or a current leader that can carry it forward, or is a direct sale better?"

Meet NP Consulting

NP Consulting
A Professional Services Firm Interested in Becoming an ESOP

“Does an ESOP make sense compared to individuals separately owning shares?"

Meet Sasha

Successful Female Business Owner Growing Her Business
A Successful Female Business Owner Growing Her Business

“How can I find and attract the right talent to help my company grow and increase in value?"

Meet The Lins

Family-Owned Business
A Family-Owned Business Coming to an End

“What if we can’t find a buyer?"

Whether you are unsure of your next steps, are looking at a buyer, private equity or public offering or thinking of transitioning to family, key management, gifting to individuals or trusts, or considering an ESOP, Schneider Downs will listen, understand, create, manage and fully execute your exit and succession plan.

If you would like to speak to a member of the Schneider Downs Exit and Succession Planning team, please contact us directly at [email protected]. 

Please note, our services are best suited for targeted businesses with revenue or value in excess of $5M.
The story, all names, characters, and incidents portrayed in this story are fictitious. No identification with actual persons (living or deceased), places, buildings, and products are intended or should be inferred.

About Schneider Downs Exit and Succession Planning

Schneider Downs’ Exit and Succession Planning services are multi-disciplined, fully integrated and holistic exit planning and succession solutions that are customized and designed for business owners by business owners.

To learn more, visit our dedicated Exit and Succession Planning page. 

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