Succession | Exit Planning
A Strategic Framework for Business Owners and Their Legacy
Transitioning from business ownership is one of the most personal and pivotal decisions an entrepreneur can make. At The Planning Practice, David and his team bring a strategic, methodical approach to succession and exit planning—rooted in both his legal expertise and financial insight as a CPA.
This isn’t just about selling a company—it’s about preparing the owner, the business, and the legacy for what comes next. Through David’s dedicated planning platform, Business Owners Strategic Solutions (BOSS), owners have access to vital tools, resources, and educational support designed to make each step intentional and empowering.
A Proven Methodology
evaluating Business Value
We analyze the current value of the business to determine whether it can meet the personal Wealth Gap. If not, the business has a Value Gap —and it’s time to take action.
Enhancing Business Performance
Using Key Performance Indicators (KPIs), we assess how your company measures up against industry benchmarks—and where improvements can increase marketability and enterprise value.
Leveraging Intangible Assets
We help businesses unlock hidden value within:
• Human Capital – Attracting, retaining, and engaging top talent
• Customer Capital – Nurturing long-term relationships and loyalty
• Structural Capital – Building scalable systems and processes
• Reputational Capital – Strengthening trust and brand credibility
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Employee retention strategies are also explored to ensure continuity through ownership transition.
Business Continuity Planning
Unexpected events—like incapacity or death—can derail even the best business plans. We craft continuity plans to preserve improvements and protect the business for future owners.
More Than a Transaction – It’s a Transformation
David’s succession methodology is designed to prepare not just the business, but the business owner for the next chapter. These strategies, along with tools and guides, are available through theoneboss.com, where owners can explore deeper insights and begin planning with confidence.
Exploring Transition Options
Once prepared, we guide owners through their transition strategy:
• Internal Transfers – To family members or key employees
• External Sales – To financial buyers or strategic acquirers
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Every pathway is weighed according to the owner’s goals, values, and desired level of
involvement post-transition.
Ready to take the next step?
Visit Business Owners Strategic Solutions (BOSS) and learn how to turn today’s momentum into tomorrow’s legacy.
