When should I start succession or exit planning?

Right now. Purpose First Advisors believes in present-tense succession and exit planning that is integrated into your strategic growth plan.

Businesses with the highest valuation compared to their peers are built to be profitable and valuable. That is the result of intentional decision making that reduces owner dependence, lowers customer dependence, creates a strong leadership team, codifies replicable processes and procedures, reduces risk, and produces sufficient recurring revenue and free cash flow. The earlier you start the more options you create for you and your family.

Christy’s keen ability to identify my actual needs and focus me on the critical aspects of my business has been transformative. She’s provided insights and asked probing questions that emphasize the importance of planning with the end in mind.
Stephanie Haenchen
Owner, Pace Marketing
Christy’s coaching has has been instrumental in elevating my business to new heights. Her ability to facilitate strategic conversations has been transformative, helping me identify opportunities, overcome obstacles, and refine my business strategies for optimal results.
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Owner, Peak Leaders Collective
Christy took the time to assess my business model, understand my goals, and identify areas for improvement. What impressed me most was her ability to provide tailored strategies that were practical and immediately implementable.
Sue Bailey
Owner, Celebrating Life Cakes

Stephanie Haenchen

Paya Sample

Sue Bailey