Identify your Universal Goals & Objectives
All successful business transitions require the owner(s) to identify their “Universal Goals and Objectives” (their UGOs). The UGOs define what transitioning the business on “YOUR” terms means, and help us determine the value building strategies needed to achieve your UGOs.
The Universal Goals & Objectives Include:
Monetizing the amount of money you need
Get the money you NEED from your business to live the lifestyle you choose.
Transitioning the business when you’re ready and how you choose
Leave when and how you want while getting the money you need.
Transitioning the business to your ideal successor
Preserve your legacy by transitioning to whom you choose.