• Accounting Systems
  • Cash Flow Processes
  • Advisor Coordination
  • Budgeting & Forecasting
  • Production & Operations
  • Banking & Capital
  • Strategic Financial Planning
  • Risk Assessments
  • Revenue
  • Operating Rhythm
  • Succession or Exit Planning
  • Readiness & Attractiveness
  • Price/Multiple

Business Succession Planning

Succession & Exit Planning

Exit planning, sometimes referred to as succession planning, is the process of developing a plan to transfer ownership of a business, whether via a successful sale, to key employees, or handing your business over to the next generation. It's important to start thinking about exit planning early. Your fractional CFO will help you develop a strategy so that, if and when you’re ready to exit your business, you have a plan in place to help you achieve your personal and professional goals.


Enhance Your Value.

Plan for succession to enhance your future value - our goal is to support you in the climb to real, sustainable, and transferable business value. Whether your goal is to remain in the business for years to come or you’re starting to look into a transition, an exit strategy will make the business stronger and open up your options for what comes next.


Take Control of Your Future.

Your CFO will help you identify gaps between where your business value is now and where you need it to be to achieve your goals. You’ve put your heart into your business - make sure that when the time comes for you to step away from the business, it delivers the value that you need to achieve your personal goals. 


Smooth Transition.

It’s important to plan for the future, not just for you but for your employees, your family, and your legacy. Let one of our fractional CFOs help you create a smooth transition. A solid plan ensures that when you do exit your business, it is ready for the next generation or is a valuable asset to sell.

Don’t leave your business to chance

FocusCFO’s team of fractional CFOs can help you identify value gaps, potential challenges, and chart your path to success. Whether you want to continue running your business for years to come or are ready to sell - Exit strategy is good business strategy.


Financial freedom starts with a simple conversation.

Let’s start with a conversation about your challenges and vision to see if we are a fit for each other.
A complimentary half-day assessment: A CFO will sit down with you to explore further, assess fit and need, and chart a path forward.
Let's get to work: your CFO will work closely with you and your team to set priorities, deliverables, and execute the plan.
Reach new heights⁠—with a trusted guide at your side, climbing to greater health, growth, and value.