Exit / Transition

Exit & Transition Planning

The Exit / Transition of your business is likely the single biggest financial event of your life.  Performance Strategies will work with you to ensure that it will secure retirement for you and your spouse and potentially leave a legacy for your family for generations to come. You spent a lifetime building and operating your business. Our goal is to make sure you get the very best return for your efforts.

Whether you are planning to sell your business or transition to family members, Performance Strategies Coaches provide strategic clarity, direction, advice and guidance to navigate the complex process.  

You’ll begin with a free assessment to evaluate your current level of preparedness to exit. We will work with you and your spouse or business partners to determine when you would like to ‘slow down’ and when you would like to exit or transition and determine whether you can meet your Retirement Goals within your desired timeframe.  We’ll act as quarterback of your Exit Planning team, ensuring that that all parties in this complicated transaction have the very best advice and counsel available.  Your final plan will leave you feeling confident, assured and satisfied that your wishes are being carried out with you in complete control.