Our Process is Simple!
Our process usually starts with a simple phone call. We provide a FREE 1-hour phone consultation that allows us both to determine if we’re the right fit for each other. Once that is completed and we’ve agreed to take the next step, we will plan a 1-2 day on-site visit to perform our “State-of-the-Union” assessment. The cost for assessment will vary between $3,500 and $5,000 depending on the complexity of that assessment. From the assessment, we will develop a “cursory” valuation of your business as well as provide a detailed analysis of how we see your strengths and weaknesses. It will also include a prioritized plan of action for how to improve your company’s profitability and value for an eventual sale or transfer. At this point, you can either decide to take that report and utilize yourself or you can elect to work with Contractor Succession on an extended coaching engagement where we help lead you through the action plan for maximum results.
That’s it. We make it simple for you to work with us as we move forward toward your eventual exit and retirement goals. Contractor Succession is pretty unique in our approach but even more unique in our backgrounds and expertise. We look forward to helping business owners Finish Strong and Finish Well.