As Certified Exit Planning Advisors, Bob Williaford and Titanium Strategies serve owner-executives of privately held companies as they plan for retirement and transition ownership.
Whether it is rising-star management wanting to buy out a long-term majority shareholder, or a company founder/long-term majority owner wanting to retire or plan for retirement, to coach a management team or an executive through this process requires a rare combination of qualities.
How fulfilling to have proper discernment of when to press in and when to pull back, navigating the emotional, almost-parental tie that a long-term owner has to his or her company, and facing the daunting task of having a proper valuation, selling out, passing the care of my “baby” to a new owner.
To get an accurate view of one's success, a three-point analysis is best. Master planning looks at the personal, financial, and business aspects. In Titanium's process, Bob will:
1. Maximize the value of your business,
2. Ensure personal and financial readiness to maximize net proceeds, and
3. Establish a documented, definitive plan for your next steps.
