services / business succession planning template for success!

how we help.

Our mission is to educate business owners about the value of their own businesses and how they can increase that value while simultaneously readying themselves for a life transition and sale. We offer three primary services:

  • Exit Planning
  • Business Valuation
  • Value Creation

Together, these serve as a business succession template for success! We extend our expertise to our clients in order to empower them to make the changes they need to make to improve their companies’ cash flow and value. We meet with them to assess their needs and determine how best we can help. Often this begins a relationship that lasts a number of years as we partner to complete one goal and then move on to the next.

We are fee-based business advisors. We frequently involve legal or tax experts in order to best improve valuation and ensure maximum profit at the sale, but our role in the process is an advisor, coach, and manager.

ready to start?

Your first step is to contact us either by telephone or email to schedule an interview where we will give you more information about our methodology and assess how ready you and your company are for a transition. We would be happy to meet in whatever location is most comfortable and confidential for you to have this discussion.

We will begin to create a roadmap with you that will take you from where you are right now in terms of transition readiness to a place where that transition is legally, financially, and personally straightforward and also maximizes your sale price. It can be difficult for business owners to navigate the business and tax landscape, but that is why we are here. We know the route, and we want to help you learn it too.

If you are beginning to wonder what your plans for the future look like in terms of your business and your personal life, don’t wait to call us at Prometis Partners. The sooner you begin the transition process, the better your overall outcome will be. It's time to put your family business succession planning checklist to work!

Click to download our new ebook "Intangible Assets Represent Real Value for Business Owners"

Learn more about intangible assets and how they can affect the true value of your business.

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