Risk Management > Business Succession Planning

Business Succession Planning

Succession Planning

Realize your C-Suite exit strategy aspirations with our strategic roadmap that prioritizes the preservation of your business and safeguards your employees’ interests. In our approach to Business Succession Planning, we undertake a thorough informal business valuation to determine the true value of your company. Expanding on this evaluation, we actively assist you in designing a comprehensive Buy-Sell Agreement and establish a clear framework to achieve successful execution of your exit strategy.

We prudently approach succession planning from both a business and employee perspective!

Our Employee Succession Planning methodology is not just about replacing the position or getting financial compensation in the occurrence of a “life event,” but rather securing the data and establishing a good training program to get who is next up…ready to go. Have a key employee that resigns or is on FMLA that is responsible for critical employee benefits tasks, such as a Benefits Specialists or HR Generalists? MAX Efficient is readily prepared to handle those responsibilities and provide your business with sufficient time to fill the vacancy.

Discover so much more: