When it’s time to turn over leadership of your company — whether to someone within the organization or an outside party — you want to position your company to maximize value to you, your family and other stakeholders. 

What is Exit and Succession Planning?

Succession planning is what you need when you will be transferring the leadership — but not the ownership — of your company to another person. Exit planning is what you must do when you will be transferring ownership of your company to another party. When you transfer both the ownership and leadership of your company to another party, then you'll need both exit and succession planning.

Exit and succession planning is more than just passing your company on to another person. A great deal of strategy is involved, and the to-do list can seem endless. You can expect our process to involve:



• Understand and map the overall goals of the business transfer
• Coordinating with other advisors (attorney, accountant, wealth advisor, and estate planner)
• Develop and present one or more timelines and plans for exit or succession 
• Creating appropriate training guidelines for the company’s successors 
• Establish plans to deal with unexpected outcomes 
• Implement and monitor the succession process itself 

Many business owners and CEO’s are surprised to learn of the lead time required for the planning and implementation of a successful plan. A great deal of research, forecasting, and planning goes into a successful exit or succession in leadership. At RHG Solutions, we have the hands-on knowledge and professional experience to make your transition as seamless and beneficial as possible. 



We know every business is unique, so every exit and succession plan is tailored to the company involved. We work closely with our clients and their other advisors to develop a plan that is collaborative and maximizes outcomes.