Succession Plus US

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/
Industry
Business Consulting and Services
Company size
11-50 employees
Type
Partnership

Employees at Succession Plus US

Updates

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    135 followers

    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

    Old Dogs Can Learn New Tricks to Grow Their Business

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    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)

    CEPA and Business Transition Triumphs with Steve Hopkins (Ep.31)

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    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

    Key Employee Compensation Planning: 5 Mistakes Made by Most Private Companies

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    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

    7 Mistakes Business Owners Make When Planning Their Exit

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    135 followers

    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)

    Exploring Business Valuation and Market Dynamics with Scott Gabehart (Ep.32)

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    135 followers

    🎙️ 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

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    135 followers

    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

    No. 1 Tip to Exit for Maximum Value

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    135 followers

    Are you a business owner grappling with succession or expanding your family's business? You’re in good company. In this edition of the Finish Big Podcast, Mark Dorman speaks with Mike Catan, former CEO of Pat Catan’s and Darice Incorporated. Learn how Mike transformed a family craft store into a vast empire with 35 retail outlets and a comprehensive wholesale network. Discover practical advice on future-proofing your business, promoting lasting success, and crafting a successful exit strategy. Mike Catan discusses: ✅ The early days and expansion of Pat Catan’s ✅ Strategic decisions that led to Darice Incorporated's success ✅ Balancing family relationships while driving business growth ✅ The importance of professional management and strong governance ✅ Strategies for a well-defined exit and long-term planning Don't miss these valuable insights! 🎧 Listen now! 👇

    Crafting Success Through Navigating Governance Challenges with Mike Catan (Ep.33)

    Crafting Success Through Navigating Governance Challenges with Mike Catan (Ep.33)

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    135 followers

    Struggling to retain top talent in the post-pandemic world? Our blog delves into strategies for turning your employees into growth partners. In today’s competitive market, attracting and keeping talent is crucial. Discover how a well-crafted incentive compensation plan can distinguish your business, empower your team, and drive growth. Key insights include: ✅ Making incentive pay a CEO’s strategic priority, not just an HR task ✅ Avoiding common pitfalls with business ownership offers ✅ Exploring long-term solutions like phantom stock and Stock Appreciation Rights ✅ Seeking expert guidance on compensation planning Read now 👇 and find out how to align your compensation strategy with your growth goals while empowering your team.

    Transform your employees into growth partners. Build a high-performance culture with a strategic incentive plan.

    Transform your employees into growth partners. Build a high-performance culture with a strategic incentive plan.

  • View organization page for Succession Plus US, graphic

    135 followers

    Don’t leave your business’s future to chance - get your hands on our eBook, Exit Like a Boss! 📚 Packed with practical strategies and expert advice, this guide will help you ensure a smooth transition or successful exit. Discover valuable insights such as: 📌 Rediscovering Your Mission 📌 Navigating Different Exit Strategies 📌 Securing Your Legacy 📌 Mastering Critical Planning 📌 Ensuring Financial Preparedness 👉🏼 Claim your FREE copy today! https://hubs.la/Q02HbM-_0

    Exit Like a Boss: A Comprehensive Guide to Exit Planning

    Exit Like a Boss: A Comprehensive Guide to Exit Planning

    succession.plus

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