Creating a Personal Business Transition Roadmap
Creating a Business That Runs Without You!
Taking Control of Your Future
Every contractor will eventually leave their business—it’s inevitable. Without an exit plan, many companies simply shut down when the owner retires or can’t work due to unforeseen circumstances. Why let years of client goodwill, supplier relationships, and employee loyalty go to waste?
Start planning today—for both the future you expect and the unexpected. A solid business continuity plan ensures your company is protected if something happens to you. At the same time, a strategic exit plan allows you to step back gradually, increase revenue by building company “value-drivers,” and prepare for a smooth sale or transfer to a qualified successor.
Just like a successful construction project, a strong transition takes time and a well-thought-out plan. Don’t wait—start building your future today. Protect your business, your family, and your legacy.
Make Changes Today for Tomorrow.
Creating a company with transferable value happens when strategic steps are implemented thoughtfully and deliberately in your business plan. Without this, you are simply walking away from an asset you have worked incredibly hard for. You may be leaving hundreds of thousands of dollars on the table! Click below to learn more.
What to Expect.
Together, we’ll develop a transition plan and scheduled exit that leverages the value you’ve built over your many years building your business and brand.
Business Exit Strategies
An exit plan allows you, as a business owner, to develop intentional ownership transition and succession plans.
Determine the Value of your Business
As a team, we will determine your business’s actual value, critical to planning and achieving a long-term financial goal.
Taking Care of Families and Employees – Create a Continuity Plan
Does your company have a solid continuity plan that protects families and employees in case of an accident or illness?
Putting It All Together: Designing Your Exit Plan Roadmap!
Putting together a customized exit plan is much like creating a set of construction plans. It is putting the desired end-goal into a working plan.
What We Work On Together
Inside the group, you will:
✅ Improve Performance
• KPI tracking systems
• Financial clarity and job costing insights
✅ Increase Business Value
• Cash flow normalization
• Preliminary valuation
• Identify value drivers
✅ Plan Your Transition
• Exit options (sell, transfer, lifestyle)
• Timeline planning
• Tax and financing considerations
This is the roadmap – let me know how I can help you!
What Our Contractors Say
“David Lupberger does not push you into a system, rather he helps you bring out your own system that works to your unique giftings and strengths. I started working with David in 2006 and continue to work with him today. In recent months, he has helped me bring our business to a level that I wanted to achieve. Without David, I lacked the clarity and vision to be able to put in place step by step the necessary pieces to be able to realize my goals. God willing, I will continue to work with him for years to come. On a personal note, he is truly a great guy, someone I really like."
Craig Huseby, Huseby Homes, LLC
