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Exit and Succession Planning

For four decades, Predictable Futures has helped hundreds of businesses, owners and families navigate the transitions of their business – both from an ownership perspective, and also from a leadership perspective. We take a holistic approach. This is not a simple transaction, and most owners have not walked this journey before – we get that. The legal agreements, tax planning and other considerations are all critical aspects of transition, but it starts with careful thinking and planning of what “good would look like” for a variety of stakeholders: the owner(s), the business, employees, family, partners and others.

Our proven process has helped many owners think through their exit, and avoid the issues that too often create conflict, reduce the value of the business, and result in an unsatisfactory transition and transaction. Research shows that 74% of owners who sell their businesses, when asked one year later, have regret in how the transaction went. Why? Because too few people pay attention to the complex web of people and processes affected, and fail to plan an effective transition, versus simply a transaction.

A Tested and Proven Path

The Predictable Futures process provides a tested and proven path, where we act as guides and facilitators to the difficult conversations that sometimes need to happen. Because this is what we do full time, our experience in transition is unparalleled and our knowledge of the path is unique. Our aim is simple: to preserve healthy and harmonious relationships, while protecting the profitability and productivity of the business.

Get Valuable Advice

Aligning the family, ownership and the business is what we do. We can help you build a happy business family and a legacy you love.

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