WhO we help
We provide holistic succession strategy options.
Here at NEXiT, we understand the challenges of implementing a results-driven succession strategy. Our approach aligns the business, personal, and financial goals of the owner. Our advisors provide comprehensive information on all exit options, maintaining a neutral stance to best address each business owner’s unique needs. By working with a diverse team of experienced professionals, we leverage collective expertise to support the owner’s success and maximize the benefits of the exit planning process.
NEXiT is well-equipped to guide you through the exit strategy process. Our solid relationship with the Exit Planning Institute further enhances our ability to provide top-notch support and resources.
Don't wait until it's too late.
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We deliver tailored transition planning no matter your stage of the business journey.
Throughout our 25-plus years of experience helping business owners successful exit their operations, we’ve observed those considering transition planning usually fall into three categories:
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This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.
Discovering owners
are at the beginning stages of either their business journey or the transition planning process. They understand that enhancing value and becoming transition-ready is a multifaceted process that requires time, expertise, and support. Information is essential for owners to gain a clearer picture of what their ideal outcome looks like. For family businesses with multiple generations, this educational aspect is particularly important.
Advancing owners
are ready to actively work on increasing their business's value and preparing for a future transition. Achieving these goals is complex and demands professional guidance. We support you in taking decisive steps to elevate your performance to the next level. Advancing owners typically have a longer timeline and a strong intention to grow their enterprise value.
Activating owners
are at a point where they need to make immediate decisions and often face a compressed transition timeline. While the owner may be ready to transition, the business might not be fully prepared. The reasons for a fast-tracked transition can vary, such as unexpected external factors or a compelling unsolicited offer from a buyer.
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Exit planning is complex. Why haven’t you prepared?
Maybe you’re a baby boomer.
With approximately 10,000 Baby Boomers retiring every day1, many business owners over 55 are reaching a critical juncture in their careers. Having a succession strategy is essential to ensure the longevity and success of their business, yet many have not taken the necessary steps to prepare for this transition.
Maybe you run an owner-centric operation.
In many small businesses, the owner holds all key relationships and drives most sales. This owner-centric approach can create significant challenges for succession, as the business’s success is heavily dependent on the owner’s involvement. Without a well-thought-out exit strategy, the business may struggle to continue thriving in the owner’s absence.
Maybe you’re still reeling from the pandemic’s impact.
The COVID-19 pandemic forced many small business owners to focus on immediate survival, diverting attention away from long-term succession strategy planning. As a result, critical steps needed to ensure a smooth transition were often postponed or neglected.
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Ready to empower your growth and focus on what matters most—serving your clients?
Contact us today.
Contact Us
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(314) 566-5409
7827 Town Square Ave
Suite 104
O’Fallon, MO 63368
chris.wagner@nexitplanning.com