Why Should Owners Bother?
Most of us would never invest in a publicly held company on the stock market if no process existed for fairly valuing that investment and being able to exit that investment at fair value at a time of our choosing.  What’s more, most of us would never continue to pour more and more money and effort into that investment, year after year, never knowing what the company is worth and never knowing how you could eventually cash out from it or pass it along to your family.  Most of us would view investing and operating under that scenario as insanity.

Yet, this is exactly the situation in which business owners often find themselves.  They have spent years investing time, money and effort into their closely held company, only to be stymied and frustrated as they begin to think about how they can eventually exit their business. 

The SBA reports that up to 90% of the net worth of small business owners is tied up in their business.  Most business owners want their exit to result in the continuation and success of the business, while at the same time, they want this net worth to obtain financial security and freedom for themselves and their families.

What Is Transition Growth Planning?
Transition Growth Planning is the deliberate, adaptable and customized process for assisting business owners with a successful exit from their company.  Ideally, this exit will occur on the business owner’s terms and timetable.  However, sometimes unforeseen events (such as the owner’s unexpected death or disability or the loss of key employees) will frustrate the best laid plans.  For this reason, Transition Growth Planning addresses not only your planned, foreseeable exit, but also provides back up plans in the event of an unexpected owner, partner or key employee death, disability, departure, dispute, divorce or business downturn.  

Transition Growth Planning helps you to avoid the “entrepreneur’s curse” of being in “wealth prison”.  It helps you to convert your business equity into liquid investments to help achieve the “freedom” element of financial freedom.

Transition Growth Planning Dynamics.
Transition Growth Planning needs to deal with the interaction of three key dynamics involved with the franchise business.  This is the intersection where the company’s business dynamics meet the family’s personal dynamics and the owner’s financial dynamics.  Unless all three are addressed, a successful exit is less than likely.

The Next Step For Business Owners Transition Growth System will help you address these three critical dynamics within the context of your transition from your business operations.