Business Exit & Succession Planning
We assist business owners that are confronting business and life changes by creating solid business exit strategy goals. We do not provide investment advice but we do provide wealth realization advice. We are passionate about taking action toward achieving the goals you set for securing your future. Whether legacy, family, growth, business exit or business fatigue is the main driver, we can help you on your journey.
Our Values set us apart – We have a profound devotion to our clients, our team, our community, our faiths, and our families. We believe that most business owners are lonely and need support from those who are like-minded and that understand the journey. We believe that the most important things in life are often overlooked due to day-to-day life.
Viking Can Assist You With:
Mergers and Acquisition Facilitation:
Strategic Exit Planning:
- Goals and gap analysis
- Benchmarking analysis
- Key metrics and activities to track
- Alignment analysis among partners/key stakeholders
- Estate planning support
- Capitalization and growth planning
- Cashflow projections and forecasts
- Actionable suggestions for improvements
What Our Clients Are Saying…
Our Business Exit & Succession Planning services are led by Dale and the Viking team. Take a look at what some of our clients have to say about their experience working with Viking in this capacity:
“I’m not sure where my business would be without them.”
— Mark Adkins – Partner, The Waterfront Group
“Dale and the Viking team have been true consultants. Most companies just tell you the numbers, but Viking dives in deep and helps to identify fiscal trends and solve problems before they happen. Viking also uses their experience for analysis of other business issues that most professionals don’t even know to look for. Viking brings a unique value to the business owner by becoming a partner in your success!”
— Keith Pehl – President, Optima Engineering
“Dale and the Viking team have been a trusted partner for years. They have handled complex accounting issues with ease, and have advised me across a number of issues for all of my 18 businesses. Viking seems to intuitively understand the ins and outs of my business operations and what I am trying to accomplish. That is what sets them apart from other consultants.
When it came time to sell one of my businesses, Viking directed me through the entire process and successfully negotiated a sale which greatly benefited my family. I was able to rest easy knowing every associated tax filing issue had been addressed and that my employees would be well served throughout the transition.
Whatever I need – including advice on where to obtain financing to start a new venture – Dale and the Viking team is there for me. It’s my pleasure to recommend them without hesitation.”
— Tim Victory – Victory Infrastructure Construction LLC
Take the Next Step:
Contact us today and we can discuss your situation and create a plan that fits your goals and objectives.