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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.
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.
Our primary goal is to decide on the transfer method and set a timeline for implementing the succession plan. We will publish the plan to keep all affected individuals informed and maintain regular communication with everyone involved.