Succession & Exit Planning
Know what the business is worth, what it needs to run without you, and what the handoff actually funds.
What This Solves
Most owners plan the exit in the last year before it happens. By then the levers that change the outcome — customer concentration, owner dependence, the quality of the reporting — take longer to fix than the timeline allows.
A succession plan is a financial question before it is a legal one: what the business is worth today, what it would be worth run by someone else, and whether the proceeds actually support what comes next.
What DynamicHQI Does
A defensible valuation baseline
Normalised earnings and a valuation range grounded in the financials, so the number in your head is tested before a buyer tests it.
Owner dependence, measured
Which revenue, relationships, and decisions run through you personally — and what it costs to move them into the business.
Transfer options modelled
Family transfer, management buyout, and third-party sale compared on proceeds, timing, and the risk each carries.
The plan after the handoff
What the transaction nets, what it funds, and whether the timeline works — modelled before the decision is committed.
We prepare and model the financial side. Estate planning, tax structuring, and legal documents sit with your attorney and tax adviser. See the monthly close →
Talk It Through
Bring a month you have already closed, and we will show you what the same period looks like with this in place.