If you have decided now is the time to begin the process of considering your exit options, we have an approach that will help you address the process objectively. If you’re not sure you are ready, we can help talk through that first.

The simple truth is that succession and exit possibilities are as abundant as the way agencies get their start. There is no rule, best practice or most effective approach available off-the-shelf to follow. However, there is a logical approach and it begins with an honest assessment of the health of your agency today including a financial valuation from a third party. This first step is quite involved and where most of the work happens. From here it’s a matter of deciding if now is indeed the right time or if there is work to be done to maximize your potential return, whatever that return looks like for you. 

My approach to succession and/or exit planning begins with a phone call. If you are considering it, let’s talk.