Transitioning into a new ownership role? Wanting to exit your business? Thinking about selling your business? We will assist you through the transition planning process. Just as comprehensive business planning is a key part of business start-up or expansion, a detailed exit planning process 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.
Paul was a terrific help when I decided to sell my event production business after owning it for 22 years. He was patient, compassionate, and always worked to find answers when needed. He guided me carefully and with attention to detail. Selling my business was a daunting, overwhelming process but he certainly made it much easier with his wise counsel.”– Marika Holmgren, Founder of Do Good Events
Choosing Paul as my exit strategy coach was an easy decision and certainly a smart one. As a result of Paul’s patience, ability to not only listen, but truly hear, understand and honor my priorities and pace, considerations and even fear as I look at what is needed to create an exit strategy, I am able to focus not only on the details of what is needed, yet also the big picture. Paul asks prompting questions and provides feedback, questionnaire handouts and written guidelines related to exiting a business so I am not left sorting through the sea of available materials on the web. Paul is also incredibly receptive and available in between coaching sessions, which is a plus for the times I have questions or am stuck on a particular part of the process. I am moving forward in the direction of my dreams and goals!”– Linda Constant, Nature Nurture
Over a period of a few years, Paul helped us navigate both a complicated business sale and a business closure. He guided us through some difficult decision-making and assisted us in working through areas of "stuckness" and uncertainty toward the necessary breakthroughs. We thank Paul for helping us reach the best possible end results.”– Betsy & Jack Rix
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