Succession and Exit Planning

Succession and Exit Planning

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As the owner are you able to say when and how the business will deliver your personal financial objectives. Have you established those objectives?

Unfortunately, this is a topic which many business owners choose to leave far too long before considering effectively. It is not unrealistic for this to be a consideration from day one of the business. A telling question which any business owner should be capable of answering is "can you honestly accurately and succinctly explain what when and how the business will deliver against your personal financial objectives?". 

If an exit from the business for value represents any part of those financial objectives then it is never too early to commence planning. 
Often an early part of this process is to simply consider and expand or elaborate on what those financial objectives are. There is a need to consider what would be nice and what is essential. From this, and in line with the best planning, start with the desired outcome and work back. This then dictates what steps need to be taken and facilities and resources need to be in place to achieve the objective. Succession planning is part of the exit process and considers specifically the people that needs to be in place and the capabilities they need to possess at the point when the owner decides to leave the business. 

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