Work with a person on your exit
Our software finds the gaps. Our people help you close them.
Every request starts with a free call. No paid work starts without one.
Quoted before we start.
How we can help
Free opinion-of-value call
A free 30-minute call. We walk through your numbers and your value gap.
Free opinion-of-value call: Free.
Exit Value Report
A written value range from your real statements, with a plan to raise it.
Exit Value Report: $3,500.
Readiness engagement
We work with you to close the gaps that hold your value down.
Readiness engagement: $5,000 to $12,000 a month, quoted against your value gap.
Family Transfer package
Plan how to pass the business to your children, fairly.
Family Transfer package: $7,500 to $25,000.
Selling to your employees
Find out if your team can buy the business, and what you would keep.
Employee Ownership Trust feasibility study: $10,000 to $20,000.
ESOP feasibility study: $10,000 to $20,000.
Conversion retainer: A quoted retainer, plus 1% to 2% at closing.
Yearly value update
A fresh value estimate for your business, once a year.
Yearly value update: $3,000 to $6,000 a year.
Yearly ESOP value update: $10,000 to $25,000 a year.
This is an estimate, not a formal valuation.
On any one deal, we work for you or we do the value work. Never both.
We get you and your business ready to sell, then refer you to a broker or marketplace. We are not a business broker.
Succession Plan is not a law firm. We do not give legal advice or tax advice. For advice, talk with your own lawyer or accountant.