Transition Planning Groups
What's Next for you as the owner? Plan to sell? Transition to the next generation?
With Baby Boomer's looking to the next phase of their lives, it's going to be a buyer's market for the foreseeable future.
You need a plan to stand out, and in our Transition Planning Groups you get the best of three worlds in developing that plan.
- Input from well-matched peers who are going through the same process and can help with their practical experience and expertise
- Input from a team of experts who have "been there and done it" when it comes to selling or transitioning companies.
- If you wish, continued and active input from your current accountant and attorney. We work with them; we don't replace them.
How it Works -- In a two-hour monthly Peer to Peer meeting you avail yourself of experienced peers and experienced and expert resources to identify issuea and challenges, develop your plan, and have an environment to discuss results, concerns, and have accountability for your progress.
Our experts
- An individual who's personally acquired over 20 companies as part of his growth strategy for a Global 1000 business
- A succession planning expert who knows how to help the owner and organization get ready for the transiition
- A dealmaker who on average participates in 7-10 deals per year
- A financial strategist who has advised over 40 business owners who now don't have to worry again about finances
- A valuation expert who know how to maximize value and tell the story
- A personal transition advisor who helps you come to grips with what you want to do next with your life
- Tax and legal experts who know how to structure deals and minimize Uncle Sam's take
AND
Pam Butterfiled will shepherd the group's efforts. Pam is the Founder and Owner of Business Success Tools, LLC, a succession planning expert and an experienced Peer to Peer facilitator. As she has stated on many occasions, "if you are in the process of exiting your business, it requires you to prepare for a different game". Getting business leaders ready to play a different game is what Pam does.
Exclusivity and Confidentiality -- We exclude competitors in the same group. Confidentiality is paramount; each participant and expert is bound by a non-Disclosure Agreement.
Call 866-965-4242 or Click Here to get started.