1.Transition out of the Business on your own terms and realize value
- Roughly 1/3 of SME* owners will transition control within 5 years: $1.9T in assets
- 60% have no transition plan
- Only 25% of saleable companies will be successful in transition
2.Grow Profitably to maximize value
- Broad and common objective: Deceptive in simplicity
- Strategy and execution can be complex
* Small & Medium Sized Enterprises. Sources: CIBC World Markets, Globe & Mail, CICA, RBC
There is a Transition Expertise GAP:
- Owner critical to operations
- Majority of valuation attached to the owner not the business
- Owners focused primarily on day to day operations
- Lack of time and capacity to think strategically
- Knowledge, People, Imperative
- Difficulty seeing the forest for the trees
- Need to develop and implement wealth creating strategic business plans that make sense
- Resource Constraints – Time, Financial, Human
- Some advisors can be too specialized or not deliver value
YOU ARE NOT ALONE
Contact us to learn how we can help unlock value.