End-Ups

Planning for your smooth business transition and exit.

We show you how to maximize the value of your business exit - on your terms.

  • Discover

    We uncover and assess your current state to gain an understanding of your future goals and aspirations.

  • Plan

    We build a plan based on our mutual understanding of your business, finanical and personal goals.

  • Achieve

    We partner with you to acheive your short-term and long-term goals - whether it’s taking your business to the next level or planning and executing a smooth exit.

“Jeff helped me build a plan to manage my business effectively and determine the perfect strategy to exit my business on my own terms.”

— John R., Restaurant Owner

Considerations for a smooth transition and exit.

  • What is the market value of my business?

  • Do I need equity from my business to live the way I want to after I step away?

  • Can [fill in the blank] take on the responsibility and legacy of being the CEO of this firm?

  • What happens to my staff after I sell?

  • How do I position the firm to ensure top dollar?

  • How are my plans in line with my partners’ plans?

  • What am I going to do on Monday?

  • How do I prepare my business to continue on if I die or I am hurt?