Exit Strategy Planning
Transferring Ownership Strategically
Fresh Leadership partners with NAVIX, a team of experienced and highly-trained consultants that help business-owner clients transform business value and achieve exit success. We have developed a process that allows business owners to exit on their own terms, achieve financial freedom, and create sustainable business legacies.
We help business owners envision and define their successful exit. We identify tailored strategies and tactics that will overcome obstacles and maximize the owner’s business and personal results at exit. We act to coordinate and implement those strategies and tactics in an effective, timely, and cost-efficient manner.
The NAVIX process is about helping owners plan for and achieve successful exits from their business. Are you a business owner who:
Actively works in your company?
Seeks to exit at some point in the not-so-distant future, typically several years from now?
Desires to reach financial freedom, but has the majority of your net worth tied up in the business and its assets?
Feels an obligation to people impacted by your exit?
Cares about the legacy you leave behind?
Wants advice and assistance?
Recognizes you have one shot at success?
Lacks time and experience to do this yourself?
Our passion and commitment is to help owners achieve happy and successful exits. In our experience, most owners want a combination of the following outcomes when they exit:
Financial Freedom
Even if you have little desire to ever stop working, most entrepreneurs aspire to reach financial freedom, in which work is a personal choice and not a financial necessity.
The Ideal Calendar
Financial freedom creates the opportunity to do what you want, when you want, and for as long as you want, whether it’s recreational activities, travel, or other business ventures.
Business Legacy
Some owners care deeply that their business continues as a standalone entity. Most want to ensure their exit does not harm key employees, strand customers, or abandon the values upon which the business was built.
Personal Peace of Mind
Most owners have given many of their prime years to their businesses. A successful exit helps to promote the opportunity for renewed family relationships and friendships.
About Our Process
The NAVIX team follows a dual-track process that focuses on preparing both the business and the owners for the future exit. NAVIX is not just about planning; we also help clients execute the strategies and tactics needed to achieve their successful exit. NAVIX clients pay a flat, no-surprise monthly retainer fee for as long as we are providing value. We strive to do work with our clients from now all the way until they happily exit.