A successful transition and exit from your closely held or family business depends on evaluating and addressing 12 critical building block components during the Transition and Exit Planning process.
DECIDE
1. Decide What I Want
2. Decide What I've Got
PROTECT
3. Protect My Family
4. Protect My Business
5. Protect My Ownership
GROW
6. Grow My Investments
7. Grow My Business
PREPARE
8. Prepare My Management
9. Prepare My Company
10. Prepare My Tax Savings Plans
EXIT
11. Plan My Inside Route Exit
12. Plan My Outside Route Exit
Using The Next Move ProgramTM, my team and I work with business owners and their advisors around the country to determine, prioritize and take the actions needed now and those needed over time to achieve a successful transition and future exit.
This page contains some insights into what is needed for you to successfully accomplish the outcome and legacy you hope to achieve.
If you haven't yet addressed your Transition, Succession and Exit Planning and would like to discuss the possibility of working together, please contact us:
Nick Niemann
McGrath North Law Firm
1601 Dodge Street, Suite 3700
Omaha, NE 68102
(402) 633-1489
To contact Nick via email, click here.
Transition Growth Plan Program

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