Discover the 7 Critical Factors that can make or break your transition. Ensure continuity, avoid common pitfalls, and secure your legacy. 🔗 Click below to learn more and take the first step in succession planning: https://hubs.la/Q02Vgvzf0
Succession Plus US
Business Consulting and Services
Specialists in providing proactive, focused & strategic advice for mid-market owners on Succession & Exit Planning.
About us
Succession Plus are specialists in providing proactive, focused and strategic advice for small business owners to manage strategic Business Succession and Exit Planning. Working with Succession Plus gives you a greater ability to identify, protect, maximize and extract the wealth contained in the business and related assets. You only get to leave your business once, so it pays to get it right. Our knowledge of succession planning and unique Intellectual Property, means we play a critical role maximizing business value and achieving the business owners’ transition goals. Succession Plus also partners with other business, accounting, financial, and legal advisors who are looking to expand their value offering to business clients through succession planning tools.
- Website
-
https://succession.plus/us/
External link for Succession Plus US
- Industry
- Business Consulting and Services
- Company size
- 11-50 employees
- Type
- Partnership
Employees at Succession Plus US
-
Mark J. Dorman -AIF, CLU, ChFC, CEPA, CFBS
Managing Director Strategic Retirement Partners, President of Succession Plus USA, LLC, Host of the "Finish Big" Podcast #🟦
-
Christopher Goebel, MBA, CEPA, CFBA, CBI
Business Transition Strategist, M&A Brokerage Services, Educational Speaker
-
Joseph Kerrigan
Sales Assistant at Strategic Retirement Partners
Updates
-
Most business owners have 80-90% of their net worth tied up in their company. Are you prepared to unlock that value when it’s time to move on? Find out Five Things Every Business Owner Must Know About Exit Planning – insights that could change your future. 👉 📥 Download your copy here: https://hubs.la/Q02VgxbQ0
Five Things Every Business Owner Must Know About Exit Planning
succession.plus
-
Are the privately owned businesses in your community prepared for a successful transition? What happens if they fail to plan for succession? 📉 "WHAT IF?" takes a deep dive into the risks facing businesses that lack succession planning - and how economic development organizations and chambers of commerce can step in to save them. With real stories, practical advice, and expert insight, this eBook is a must-read for anyone invested in the future of their local economy. Download your free copy. 👉 https://hubs.la/Q02Qf7fK0
-
Age is just a number when it comes to mastering new digital marketing techniques! Today’s business landscape demands proficiency with LinkedIn, Facebook, X, Instagram, podcasts, e-books, and pay-per-click advertising for growth. Business owners must harness the power of "new media" to drive success. From podcasts to PPC advertising, these tools can revolutionize your business and create new opportunities. 📈 Step into digital marketing with these smart steps: 1️⃣ Objectively evaluate your current go-to-market strategy. 2️⃣ Envision the future of your business and identify improvement areas. 3️⃣ Consult with marketing experts to craft a customized plan. 4️⃣ Invest in digital marketing to fuel growth and maximize value. Check out our blog 👇 for insightful tips and strategies!
Old Dogs Can Learn New Tricks to Grow Their Business
succession.plus
-
What do you need to make the most of your succession plan? What strategies and information can exit planners provide? Join Mark Dorman and guest Steve Hopkins, Owner of Charter BTA, as they explore the importance of contingency plans for business owners. They delve into the advantages of having a CEPA credential and the contributions of the Exit Planning Institute. Mark and Steve discuss: ✅ His background in business exit transition planning ✅ The Certified Exit Planning Advisor (CEPA) designation and why Steve is pursuing it ✅ How Steve’s career and personal background have been shaped by entrepreneurship ✅ The significance of succession planning for both older and younger business owners Don't miss out on these valuable insights! 🎧 Listen now!👇
CEPA and Business Transition Triumphs with Steve Hopkins (Ep.31)
succession.plus
-
Top-performing employees are vital to your business’s success. But how do you motivate and drive peak performance? The key is in compensation and at-risk pay. Our blog dives into common pitfalls private companies face when compensating key employees and how to steer clear of them. From the misuse of variable pay to the neglect of long-term incentives, we outline essential guidelines for effective compensation management. 👇 Read now to learn why aligning executive rewards with shareholder goals is crucial for sustainable growth and profitability. Discover how to create a compensation plan that boosts performance and enhances your business’s value.
Key Employee Compensation Planning: 5 Mistakes Made by Most Private Companies
succession.plus
-
Planning your business exit? 🚨 Avoid these 7 crucial mistakes with insights from our latest eBook! 🟥 1: Not setting a strategic timeline. 🟥 2: Failing to understand your business’s true value. 🟥 3: Ignoring your retirement goals. 🟥 4: Depending solely on your business as an asset. 🟥 5: Overlooking diversification. 🟥 6: Procrastinating on exit planning. 🟥 7: Trying to handle exit planning on your own. Don’t leave it to chance. 👇 Download our eBook today to protect your business, family, and future!
7 Mistakes Business Owners Make When Planning Their Exit
succession.plus
-
Do you truly know the value of your company? In this episode of the Finish Big Podcast, Mark Dorman engages with Scott Gabehart, Chief Valuation Officer at BizEquity, to unravel the complexities of business valuation. Scott shares his extensive experience and insights, making the valuation process more accessible and understandable for businesses of all sizes. Learn about the importance of key performance indicators, the impact of interest rates on mergers and acquisitions, and market dynamics. Scott Gabehart discusses: ✅ The critical role of business valuation for entrepreneurs and business owners ✅ Understanding key performance indicators (KPIs) in valuation reports ✅ Changing dynamics of buyer and seller power in negotiating deals ✅ Advantages of Small Business Administration (SBA) Tune in now!👇 https://hubs.la/Q02HbRrt0
Exploring Business Valuation and Market Dynamics with Scott Gabehart (Ep.32)
succession.plus
-
🎙️ Ready to shape the future of your business? Tune in to the Exit Like a Boss podcast! “Exit Like a Boss: The 21-Step Challenge” explores why a robust exit strategy is about more than just financial returns. We focus on three key pillars for a successful exit: optimal business condition, sound financial management, and a well-prepared owner. Learn how thorough preparation is crucial for securing your business’s future. Discover why planning for life after business matters and explore various exit options, from selling and family transitions to IPOs. Don’t miss out on our in-depth 21-Step process and tips to maximize your business's value. Listen now! 🎧 👉 https://hubs.la/Q02HbLZk0
-
Unlock the secrets to maximizing your business’s value! Curious about what makes a strategic buyer stand out and why you should consider selling to one? It’s time to uncover essential insights. Catch our exclusive on-demand webinar: "The Number 1 Tip to Exit for Maximum Value." We’re going beyond the basics to explore the core strategies that can take your business sale to the next level. 👇Watch the webinar now and discover how to elevate the potential of your business sale.
No. 1 Tip to Exit for Maximum Value
page.succession.plus