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These plans may gestate for months or years before being realized. Some simple questions to open the conversation may be:

  1. “What’s the plan for what is next?”
    1. Succession
    2. Retirement of owner
    3. Sale of business
    4. Inter-family sale
    5. Sale to key employee
    6. Business to Market
  2. “How do you know what your business is worth right now?”
    1. We offer business valuations from 3 different carriers at no cost.
  3. “Do you want to talk about it?”
    1. Savage is happy to be present and support you at any point in the conversation process with your client