Transitioning into a new role? Wanting to exit your business? We will assist you through the transition planning process. Just as a comprehensive business plan is a key part of business start-up or expansion, a detailed exit plan is critical for a smooth transition out of your business or management role.
Review and prioritize business transition motivations. Evaluate the current strengths and weaknesses of the business. Assess role transition or business sale readiness.
Outline the steps of a business transition or sale process. Set goals, strategies, action steps, timeline and benchmarks for pre-transition business improvement and the transition.
Provide guidance through business improvement plan implementation and the business transition process. This may include support with business valuation, buyer-seller negotiations and staff training.
What I appreciate most about working with Paul is his inherent knowledge of business issues faced by small businesses and their owners. Paul has been instrumental in helping our company with resource management strategies, as well as supporting our commercial development opportunities. Paul understands not only the unique needs of small businesses seeking to grow, but he also understands the need to work with us at a pace we can maintain. This sometimes requires both persistence and patience and Paul has a healthy balance of both!”– Ingrid Merriwether, Merriwether and Williams Insurance Services
Twenty years ago, I took the Renaissance Entrepreneurship Center business planning class to create a plan for my business. Paul Terry gave it wings and life. Since then, Paul has been an incredible mentor and source of support throughout the various stages of my business growth. He understands more than what is said; his wisdom and advice are priceless. Paul’s dedication and commitment to entrepreneurship is unparalleled.”– Josiane Feigon, TeleSmart Communications
Paul is an excellent advisor because he meets each business owner where he or she is and takes the time to intimately acquaint himself with not only the business itself, but also the individuals behind it. His thoughtful and sensible advice has been crucial to my ability to create the proper structures within my business as my business grows. I would recommend Paul to any small business owner!”– Rachel Saunders, Blue Chair Fruit Company