Succession & Exit Planning
EXPANDING TOMORROW, TODAY
Imagine the moment you hand over the keys to your business, knowing you’ve maximized its value and secured your legacy. This is the goal of strategic exit planning.
At PPSA we help business owners:
- Increase Company Value
- Sell Companies
- Buy Companies
- Finance Companies (Debt)
- Prepare Owners for Sale of Company
What We Do
EXPANDING TOMORROW, TODAY
Imagine the moment you hand over the keys to your business, knowing you’ve maximized its value and secured your legacy. This is the goal of strategic exit planning.
At PPSA we help business owners:
- Increase Company Value
- Sell Companies
- Buy Companies
- Finance Companies (Debt)
- Prepare Owners for Sale of Company
EXIT PLANNING IS SOUND BUSINESS PLANNING
49%
Businesses with no
written transition plan.
>70%
Companies put on the
market that do not sell.
30%
Businesses that transition
to the second generation
(only 12% survive to the third).
Source: Exit Planning Institute, 2024.
The Compound Effect
Discover how small increases to revenue and fractional decreases to expenses combined can cause a meaningful shift in your multiple and generate a significant impact on your company’s value.
Business value grew from $50MM to $86MM.
TOP 7 REASONS BUSINESS OWNERS SELL
- Retirement
- Partnership Friction
- Unexpected Life Events
- Burnout
- Cash Out
- Move On
- Business Distress
With exit planning, control how you exit.
You don’t always get to control when.
TOP 7 REASONS BUSINESS OWNERS SELL
- Retirement
- Partnership Friction
- Unexpected Life Events
- Burnout
- Cash Out
- Move On
- Business Distress
With exit planning, control how you exit.
You don’t always get to control when.
7 MISTAKES WHEN SELLING A BUSINESS
- Inadequate preparation
- Failure to leverage professional services
- Insufficient personal financial planning
- Not understanding business value
- Not paying attention to confidentiality
- Taking eyes off business
- Not viewing business from buyer’s perspective
Over 50% of sellers are dissatisfied with post-sale results.
EXIT PLANNING IS SOUND BUSINESS PLANNING
- Protect what you have.
- Accelerate value in what you build.
- Control how you choose to exit.
- Define your legacy.
Explore in greater detail how Pasadena Private Strategic Advisors can help you best prepare for what’s next. Schedule an appointment today.
EXIT PLANNING IS SOUND BUSINESS PLANNING
- Protect what you have.
- Accelerate value in what you build.
- Control how you choose to exit.
- Define your legacy.
Explore in greater detail how Pasadena Private Strategic Advisors can help you best prepare for what’s next. Schedule an appointment today.
Protect what you have. Accelerate value in what you build. Control how you exit. Define your legacy. Contact Pasadena Private Strategic Advisors today.