At RFN Advisory Group, we believe transition planning is just good business practice that allows you to optimize ready for next options.
In our experience, owners who are entertaining transition planning fall on a spectrum ranging from exploring – to pivoting – to triggering.
Exploring owners are at the early stages of their business or possibly of their transition planning process. Exploring owners understand value acceleration and transition-readiness are complex and take time, expertise and support. Education helps owners, like you, achieve more clarity about what your best outcome looks like. If you have a family business, involving multiple generations, the educational process is absolutely crucial.
The RFN Academy offers you access to world-class educational programs to increase your knowledge, grow the value of your business and surround yourself with a skilled team.
Pivoting owners are ready to invest in optimizing business value and achieving transition-readiness. Both these outcomes are complex and require a trained professional to guide you on your journey. We can help you pivot into action and reach the next level of exceptional performance. Pivoting owners have a longer timeline and a desire to increase enterprise value.
In survey after survey, business owners report between 75-95% of their wealth is concentrated within their business. Yet less than 30% have a documented plan for transitioning their business. Even fewer have invested in comprehensive and holistic programs to grow the value of their largest asset, gauge transition options and prepare to harvest at maximum return on investment.
RFN Advisory Group works with pivoting, growth-minded owners to build the value of their business and work towards the best possible outcome.
Triggering owners typically face circumstances where they find themselves at a decision point and on accelerated transition timeline. Sometimes owners are ready to transition but their businesses are not transition-ready. The reasons for rapidly accelerating the transition timeline are diverse. Perhaps circumstances out of your control are at play. Or there is an exciting, unsolicited offer from a buyer.
The RFN Advisory Group Triggering program is designed to walk you through the process efficiently and to substantially increase your odds of success. As always, our program is designed with a genuine single objective: delivering the outcomes you desire and deserve.
The team at RFN Advisor Group believes it is important to have the best information possible and a team of highly knowledgeable, interdisciplinary experts to support the myriad of critical decisions you will have to make on your transition planning journey.
Many of our team members are former entrepreneurs whose roots are in family-owned businesses. The RFN Advisory Group team is genuinely invested in your success, delivering the outcomes you desire and deserve. Feel free to reach out to us to us to talk about where you are on your transition planning journey. We may not work together, but we would love to hear your story.