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Thinking about a long-term exit?
Preserve your options.

Succession Planning

“Only twenty- to thirty-percent of businesses that make it to market will sell. 

- CHRISTOPHER M. SNIDER, Walking to Destiny


Your buddy at the country club just sold his business, and it’s got you thinking: what do the next three to ten years look like for my business, and will there be an exit?

The runway from creating a value business to harvesting value for a next act begins well before you reach the negotiation table. The most successful transitions happen with a three- to twelve-year plan that blends personal goals with professional legacy.

A good exit strategy is a really good business strategy, so plan early.

The sooner you start, the greater your chances of achieving personal economic gain and ensuring long-term vitality for the company.

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How we help

As success architects, we work with founders and company leaders to (1) identify their baseline wealth metrics and long-term vision; (2) develop a plan shape ambiguity into possibility, and then (3) build a framework, accountability mechanisms, and team of players to bring their vision to life.

Liberated Leaders is North Carolina's Fractional COO firm with multiple Certified Exit Planning Advisors (CEPAs) - specializing exclusively in maximizing business value.

Ways to get started:

Who we are and how we work

Companies don’t grow, let alone scale, without the top decision-maker handing off some of the ball-juggling to other, precisely chosen leaders and infusing some of the special sauce that has made the company successful. 

As a team, we bring expertise from our work with companies like Accenture, Amazon, Apple, Fitbit, Getaround Oracle, and Walmart — and other companies too small for you to know their names — to scale the structures and complexities of people from diverse backgrounds and experiences essential to achieving a unified outcome.

Our Framework

Our process is straightforward but powerful.

SURVEY

  • Understand desired outcomes

  • Understand current state

  • Top notch assessment tools

DESIGN

  • Create the future design

  • Collaborate with you and your team to create the blueprints and put the scaffolding in place

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BUILD

  • Collaborate during process of building

  • Reference the future design to ensure the building activities are creating the desired outcomes

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Trust is earned

The Liberated Leaders team earns its way into your circle of trust and demonstrates value through three phases of engagement: Survey, Design, and Build. Engagements typically evolve from project-based to retainer-based, delivered in 90-day sprints.

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Endorsements

Build a bigger vision without giving up the special sauce that made your company successful in the first place.

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As micro-fractionals, we do it WITH you. Strategic guidance, collaborative problem-solving, and advisory support as you execute.

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As fractional COOs, we do it WITH you AND FOR you. Embedded leadership combining strategic direction with hands-on execution and delivery.

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Insights & Inspiration

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Ready to plan your business transition?

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