Succession or Sale?

Every business owner will leave their business.
The question is not if you’ll cross the finish line, it’s how.

Are you on track for your ideal finish?

  • What would need to be true in order to leave your business today?
  • Have you considered all possible exit structures to determine the best outcome for you, your employees, and the business?
  • Do you know what your family will need to secure your lifestyle after you retire?

You worked hard to build a successful business. You deserve a successful exit. Let’s create a plan so you can confidently finish well.

Too busy working to retire?

If you are always the solution, your exit is a problem.

It’s easy to get stuck running a business long after you intended. Retirement can become an elusive horizon, a moving finish line as you continue to put in more hours and take on more responsibility.

Are you stuck on the work-hard ownership track?

  • How reliant is the company on you personally for growth, solutions, and progress?
  • Have you identified a candidate to begin taking over your responsibilities?
  • How much time will you need to fully train your successor? What is the training plan?

The work of an owner is never done if the finish line is unclear and there is no one ready to take the baton. We’ll help you create a succession plan that takes you out of the business in the best way, sets the business up for success, and frees you to live the life you want.

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Freedom Without Regret

Many business owners find the transition from ownership brings regret in hindsight.

You know how to build and run a successful business, but do you have a clear plan for how to stop working and leave the business? Without a plan, many business owners sell when it is convenient, unsure what is best for them and the company, and forced into terms they end up regretting.

  • Price regret: What is your business is currently worth? What is the potential valuation? To avoid sale price regret, we clarify your potential value and create a plan to get there.
  • The handoff regret: Have you established a plan for your employees and successor to ensure a smooth transition and continued success after you leave?
  • The life-after-leaving regret: Have you identified your new purpose and personal goals after you exit the business?

We’ll create a plan that helps provide confidence that you’ll be able to look back at your exit without regret and can live a life you love.

Maintain Control

Our process considers your personal, financial, and family needs in addition to the needs of the business when you exit. It considers the needs of all impacted by your exit while keeping you in control of the plan and timeline.

Get Buyer-Ready

Our proven process analyses your current valuation, identifies any areas of opportunity or risk, and addresses those items in priority order to help the business to become buyer-ready at the best price.

Experience Freedom

Imagine yourself 3-5 years in the future. You have crossed the business ownership finish line! You got an ideal price and left the business in great shape.

  • With more time available, how would you like to spend it?
  • You got the right price. What priorities do you have for your hard-earned assets?
  • You considered your employees and family’s needs in your exit. How have meaningful relationships improved post retirement?

We can’t wait to see what you do with the freedom you have earned. Our advisor team can continue to work with you after your exit to help you feel secure long after your exit.

Knowledge You Can Trust

Our Certified Exit Planning Advisor led team is trained to effectively guide you through the process of transitioning from business. We are wealth and succession planners for business owners and our CEPA consistent process, extensive national network and resources, and ongoing training help you feel confident in your plan and process. Talk to a CEPA today.


The Proven Process

Define Your Goals, Business Health, and Value

Identify opportunity, mitigate risk to and create buyer-readiness

Secure the right value for your business

Enjoy Freedom.

Why Carson Wealth?

  • Benefit from knowledge of a national network of advisors and always-growing resources.
  • Local team to work with you and ensure personalized care and precise planning.
  • Advisors are continually learning and provided ongoing training.
  • Our succession planning process is comprehensive to help provide a regret-free exit that closes all the gaps.
  • We genuinely care about you, your business, your family, and your future.

Ready to Learn More?

The below resources are a great place to start as you explore succession planning and prepare for the best possible transition from your business. We are here for you. Please reach out if you have any questions or to schedule a complimentary consultation with one of our advisors.