Owner-dependency and transferability assessment
Identify decisions, relationships and knowledge that still depend on you, then prioritize what needs to change first.
Practice / 01
Owner Exit & Transferability
More options for the owner, through preparation and an orderly transition.
Let’s discuss your business →Is it time to work on this?
You want less day-to-day involvement or are considering a future sale, but key decisions and relationships still rest with you.
We start with your current situation to define priorities and a concrete scope. The aim is to move forward with clarity on what will be done, who will participate and how progress will be reviewed.
Areas of focus
What we can work on together
Personal and professional planning for the owner’s exit
Define the role you want to retain, your personal priorities and the steps toward a realistic transition.
Delegation of responsibilities, decisions and key relationships
Establish responsibilities, decision boundaries and a gradual transfer of key relationships and knowledge.
Preparing the business for a partial or full sale
Organize the operational and organizational areas to strengthen before exploring a potential sale.
Identifying risks that may affect a transaction
Review information gaps, concentration and dependency to prepare questions and actions with appropriate specialists.
Organizing information and preparing for buyer review
Structure documents and responsibilities to respond more clearly during a buyer’s review.
Coordination with financial, legal and tax specialists
Align the work of the client’s advisers without replacing their judgment or professional services.
Support through the post-exit transition
Support changing roles and personal or organizational priorities after the exit, within the agreed scope.
A practical path
The scope is defined with you.
Understand
An initial conversation, review of relevant information and definition of the problem worth solving.
Design
A proposal with priorities, deliverables, responsibilities and specialist involvement where appropriate.
Follow through
Primarily online work, application within the business and progress reviews within the agreed scope.
Services, professionals, timing and fees are confirmed in a proposal. Business, financial or health outcomes are not guaranteed.
Start with a conversation
Let’s talk about what your business needs.
Tell us about your situation, the priority you want to address and who would participate. From there, we can assess an appropriate scope.
Email us about this practice →programs@schwartzmanglobal.com · Opens your email application.
Explore the other practices →Scope of services
Schwartzman Global provides consulting, education and coaching services. These services do not replace medical, psychological, legal, tax or accounting advice. Each client should consult qualified professionals for their circumstances and jurisdiction.
Schwartzman Global does not carry out business purchase or sale transactions. Each client is free to choose the intermediary or professional they consider most suitable to carry out any transaction.
External specialist services are provided under the scope and terms agreed with each professional or firm.