Unitrust Capital Credit Corporation

Exit & Succession Planning

When do you need exit & succession planning?

Ideally—as soon as possible. To get the most out of all your hard work, it is always worth considering and preparing for your “end game” sooner rather than later. To quote Stephen Coveys 2nd Habit of Highly Successful People “always start with the end in mind”.

Exit & Succession Planning powerfully prepares your business for a transition in ownership — when you wish to move onto new challenges, or venture to the next stage of your life’s ambitions.

How to build a succession plan?

Planning for the succession of your business can be very complicated. This is why we have developed this succession planning guide to assist business owners how to successfully accomplish the transition process.

Although succession plans will be different for different businesses, there are many steps that are common to any succession plan. The common steps outlined in this guide are:

Exploring your options
Keeping the business in the family
Selecting and preparing a successor
Planning a management buy-out
Determining the value of the business
Selling the business
Financing the succession plan
Understanding the tax and legal issues
Managing wealth to secure your future

Strategy development

UCCC offers comprehensive valuation services that are rooted in academic rigor and real-world expertise. Our team, comprised of seasoned professionals and academic experts, combines the latest research and industry insights to provide in-depth valuations for a wide range of assets and businesses. Whether it's assessing the intellectual property of a startup, evaluating the fair value of financial instruments, or valuing assets for institutional clients, UCCC brings a unique blend of scholarly knowledge and practical experience to deliver precise and valuable insights. With a commitment to excellence, UCCC is a trusted partner in helping clients make informed financial decisions and navigate the complexities of today's economic landscape.

Our select services include:

Financial and Tax Reporting
Complex Financial Instruments
Transaction Support
Alternate Investment Services
Business Case Analytics
Tangible Assets

UCCC extends its expertise to provide exceptional investment services that blend academic research with practical financial acumen. Our team, comprised of seasoned investment professionals and academic experts, offers a comprehensive range of investment advisory and portfolio management solutions. With a focus on risk management, diversification, and performance optimization, UCCC assists clients in achieving their financial goals while ensuring responsible and strategic investment decisions. Whether it's crafting investment strategies for individuals, managing institutional portfolios, or conducting in-depth market research, UCCC is dedicated to delivering tailored investment solutions that reflect the latest industry trends and scholarly insights, ultimately helping clients navigate the dynamic world of finance with confidence.

Our select services include:

Financial and Tax Reporting
Complex Financial Instruments
Transaction Support
Alternate Investment Services
Business Case Analytics
Tangible Assets

UCCC is a trusted source of advisory services that leverage a blend of academic expertise and practical wisdom. Our team of seasoned professionals and academic experts offer a wide spectrum of advisory solutions, from strategic business guidance to financial planning and risk management. We work closely with clients to understand their unique needs, offering insights grounded in the latest research and industry trends. Whether it's crafting business growth strategies, developing financial plans, or navigating complex regulatory challenges, UCCC is committed to providing customized advisory services that empower clients to make informed decisions and achieve their goals in a rapidly evolving business landscape.