Strategic Succession Planning

The best time to prepare your business succession plan is the very day you buy or form that business. The second best time is to start the process right now.
Get what you want for your business, Grow your Business, or BOTH!
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GLM Provides

Business Consultation
  • Monthly Business & Financial Review
  • Budget Preparation
  • Succession Planning
  • Management Planning
 
Business Management Analysis
  • Analysis of Business Operation
  • Analysis of Personal and Business Goals
  • Analysis of Marketing, Competition, Trends
 
Business Sales & Acquisition
  • Market Value Determination
  • Document Preparation
  • Bulk Sales Affidavit
  • Screening & Qualifying Buyers
  • Evaluating Tax Consequences
  • Negotiations
Business Plan Development
  • Overview, Narrative & Economic Summaries
  • Proforma & Prospectus Preparations
  • Financial Presentations for Banks & Investors
  • Annual Budget Planning
  • Regular Accountability
  • Assist in the plan under control through timely, accurate financial and management information reporting
  • Insure the plan’s continued success through personal training and systems maintenance services
 
New Business
  • Business License & Tax Number Applications
  • Internal Record-keeping System
  • Business Plan Preparation
  •    New venture analysis
GLM Succession Planning.pdf
File Size: 298 kb
File Type: pdf
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