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 wants a comprehensive overview of the needs of the light industrial market segments in the US. They specifically wanted to understand if their positions, on two main product lines, properly match customer needs and preferences in target segments or if competitor products were better matched to customer needs.
Client manufactures a superior encapsulating agent that renders fuel non-flammable and non-ignitable but has faced several challenges in influencing significant market adoption. Main issues concerned selecting the best sales channels and countering low market penetration. Client needed to explore market opportunity for his products across 3 different markets and implement a winning go to market strategy.
Prestressed Concrete tank manufacturer company needed to select and evaluate different industries and their needs regarding solid, liquid, and gas storage tanks to identify opportunities and applications for prestressed concrete tanks. This study was crucial to inform client of the most attractive applications and industries to grow and commercialize its products, technologies, and solutions.