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

Plan a business exit or transition

“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.

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 (e.g., financial planners, CPAs, attorneys, specialty consultants) to bring their vision to life.

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

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

BUILD

  • Collaborate during process of building

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

Trust is earned

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

Endorsements

Build a bigger vision to ensure that the special sauce isn’t lost during your company’s leadership transition.

As business advisors, we help decision-makers and their teams set strategic and tactical direction —blending reflective inquiry, market trends and 50+ years of collective experience to consider right-sized options.

As fractional COOs we’re embedded, retainer-based executives operating inside companies. We hold overall objectives top-of-mind for the decision-maker and organization but with more latitude, serving as part of the leadership team while rolling up our sleeves to get things done (e.g., running the business, producing deliverables, developing successors).

Insights & Inspiration

Ready to plan your business transition?