CEO naming successor in a business meeting

What is business succession planning?

A good business owner always looks ahead. Succession planning is key to ensuring the continuity of your business into future generations. Transitioning out of your business can feel overwhelming, but Yellow Cardinal Advisory Group can help.

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How can a succession plan help me?

Complimentary guidance around optimizing the value of your business

Protect the longevity of your business

Secure wealth for the people you love

Help with managing your current financial strategy

Reward, retain, and protect long-term employees that were dedicated to helping you grow your business

Why should businesses consider succession planning?

There are common triggering events that cause an unexpected sale, known as the 5 D’s:

  1. Death
  2. Dissolution / Disagreement
  3. Divorce
  4. Departure
  5. Disability

Exiting your business can be daunting and emotional. It is important to take control of your succession plan and exit with intention and purpose. Our help is completely free, and we will answer your most important questions while providing you the guidance you need to prepare for the unexpected.

What to expect:

Connect: complimentary business review

We'll schedule time with you remote or
in-person.

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Research: work closely with stakeholders

Access to investment bankers, attorneys, lenders, and accountants depending on your needs.

Define: plan your goals and timeline

We will work together to define KPIs and find the right solutions for you.

Explore recapitalization or management buyout Explore employee stock ownership plans

Meet Karina Horton, CFP®, CEPA™,
Director of Business Succession

Karina has been in the financial services industry for over 20 years. She is responsible for engaging business owners to provide a holistic understanding of the relationship between their company and their family and financial goals as they begin considering and implementing a well-constructed succession plan. She provides a market view of each company from the outside in through the lens of various exit strategies which are then coordinated with a personal financial plan to ensure a comprehensive understanding of how the business and future transition will impact their wealth during their lifetime and beyond.

Take control of your succession plan and exit with intention and purpose. Contact us.

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Mergers & acquisitions

Insights

Business Succession: 3 steps to get it right

Planning for the future and planning your exit strategy is a key way to protect your company.

How to find the right successor

What is a wealth advisor? Do I need one?

The no-nonsense guide to holistic financial planning

Frequently asked questions

While it is not a formal valuation, our team gives business owners real life perspective and a realistic look at how value is determined including a deeper meaning into the phrase "beauty is in the eye of the beholder."

Transitioning out of your business is not a black and white analysis. Things need to be considered collectively.  In order to help answer this question, we would conduct a detailed review of how the exit plan impacts personal wealth and family objectives. Our team offers a peer review which can assist with establishing a timeline.

We will help give you an idea of the key value drivers of your business and how you rank among your peers in the same industry.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.