Consulting
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Through external and internal assessments the Strategic Plan will identify key organizational weaknesses, opportunities, threats, and strengths with our “WOTS-UP” analysis. The business owner and key employees will identify critical success factors and goals in all business segments. With a well defined business plan including: sales, marketing, finance and review process the business will create a cycle of success that will guide it for years to come. Exit Planning Changing the Focus, LLC is one of only a handful of companies in the US providing a comprehensive “Exit Strategy Plan” for it's clients. John Chappelear has received the coveted rating of CEPA (Certified Exit Planning Advisor). Changing the Focus, LLC and its national network of partners can help small to midsized business owners a complete plan for business transition. Exit planning goes beyond estate planning, succession planning, or retirement planning by creating a single source for the business owner and key people to have a single product encompassing all those aspects and more. Exit plans focus not only on the wishes of owners but the needs of any type of successors creating a plan that will provide both the greatest possible value to the owner and the easiest possible transition to the buyer. Insuring a successful new directions for both parties. Our exit planning process includes attention to capital gains, funding and implementation of a retirement plan, stabilizing key employees and management before and after transition. Whether you are planning an ESOP, family succession, or a more traditional merger or acquisition, the exit plan is the path to success. Visit The Strategic Exit Institute Website |
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