CEO 2.0 Services: Transition & Succession

CEO 2.0 Services offer a customized progress map that you can initiate at any stage of ownership. Our owner-directed process combines personal financial planning with business exit planning. We collaborate with you to create a progress plan that aligns your visions and goals. Whether you are new to the life of a CEO or identify as a serial entrepreneur, we arm you with the power and knowledge to take control of your future.

  • Exploration and Discovery of Liquidity Alternatives for Business Owners
  • Preparation for Transition, Transfer or Sale
  • Evaluation of Transfer Options
  • Decision on Transfer or Transition Options (Invest/Grow Business, Position for Sale, Internal Transfer to Family or Employees)
  • Implementation of Strategy  (Value Enhancement, Prepare for Sale, Transfer Planning)