MEET LISA

Who can lead the company when I leave? Is there family or a current leader that can carry it forward, or is a direct sale better?"

Who can lead the company when I leave? Is there family or a current leader that can carry it forward, or is a direct sale better?”

A Female Business Owner of a Construction Company Looking for Exit Options

Lisa’s construction company is part of the family, having been with them for two generations. And the company is in a good spot—it’s currently thriving and, as a certified woman-owned business, it has a preferential position when it comes to bidding on work.

Additionally, Lisa herself is recognized as a regional leader and is well-respected among her peers in the construction community. With over 10 years before retirement, she is showing no signs of slowing down.

But since this company is so important to her, she’s already starting to think about next steps for both her business and her family. She realizes the importance of continuing to add value to her company as it evolves.

Key Business and Operational Questions

Who can lead the company when I leave? Is there family or a current leader that can carry it forward, or is a direct sale better?

What kind of seller do I want, would I sell to a competitor or national buyer?

Can the next owner retain the certified women owned business designation?

How do I value my business contacts and referral sources? 

How can I start diversifying my management and executive roster now to setup for long-term success?

Key Financial Considerations and Questions

Do I have enough to retire and how will selling my business increase my portfolio/worth?

How can I increase the value of the company over the next 3, 5 and 10 years?

How do I know what my company is worth today and ten years from now?

How do I position my company to be attractive to buyers, and how will I know if the offer is fair?

What would it look like if I sold the majority and kept some equity? Is this an option?

Does this story sound familiar? If so, the Schneider Downs Exit and Succession Planning team can help. For more information, please contact us at contactsd@schneiderdowns.com.
Please note, our services are best suited for targeted businesses with revenue or value in excess of $5M.

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About Schneider Downs Exit and Succession Planning

Schneider Downs’ Exit and Succession Planning services are multi-disciplined, fully integrated and holistic exit planning and succession solutions that are customized and designed for business owners by business owners. To learn more, visit our dedicated Exit and Succession Planning page.

The story, all names, characters, and incidents portrayed in this story are fictitious. No identification with actual persons (living or deceased), places, buildings, and products are intended or should be inferred. 

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