Mergers & Acquisitions
Succession Planning
You’ve built a strong business. What is your exit strategy?
  • Do you have a successor capable of taking over the reins?
  • Is the successor an employee or a family member?
    • Does the successor require grooming? How long will that take?
  • How much of a stake will the successor acquire- and at what cost?
  • What is the timeline for transfer of power?
  • If there is no successor, how should one approach the search for an outside buyer? Is a transitional consulting/training period where you’re still on board advisable?
  • Under what structure and for what value will you consider transferring ownership, and over what timeline?


Geo Strategy Partners brings clarity to the process of succession planning. We help you understand your firm’s true market value, and the exit options available to you. We support you as you develop a succession plan, notify employees/family, or begin the search for an outside buyer.

Case studies

Related experience

Client is gaining traction in the auto repair and maintenance space. Building on its success, client wants to understand the purchase process/dynamics of the new tire workwear segment, define market opportunities in the new tire only, assess brand awareness, identify, and evaluate key strategic marketing messaging, and identify optimal activation tactics for each new segment.
Automotive supplier focused on OEMs wanted to engage in a new ingredient branding campaign to target consumers. To do so, client needed business intelligence on competitor marketing, value proposition, media coverage, and promotional & targeting strategies to develop a benchmark that could justify marketing tactics and spending.
This venture capital firm was in the process of analyzing a software company that specialized in providing safety management services to multiple industries. They needed Market Research and Analysis done as part of their due diligence process to ensure the investment was a sound strategic move for their firm.