A Smooth Transition for Owners Preparing for the Next Chapter
Whether you're considering retirement, internal transition, or exploring the market, Praetore brings clarity and structure.
You've Built Something That Matters
Decades of work. Teams you've built. Customers who depend on you. A community that knows your name.
Planning your exit is one of the hardest decisions a business owner makes. There's no perfect playbook. Every situation is different.
Some owners want to pass the business to family. Others to management. Some are ready to sell. Many aren't sure yet.
Praetore helps you figure it out — on your timeline, with your priorities at the center.
Our Commitment to You
Your Legacy is Protected
We honor what you've built. Your reputation, your people, and your values stay intact.
Your People Are Respected
Your team matters. We protect jobs, maintain culture, and support continuity.
Your Transition is Handled with Care
Private conversations. Discreet process. No pressure. We move at your pace.
How We Help
Our transition services are designed around your needs, your timeline, and your definition of success.
Succession Planning
Structured planning for ownership transitions. Whether passing to family, management, or outside buyers — we help you prepare.
- •Family succession roadmaps
- •Management buyout planning
- •ESOP feasibility analysis
Readiness Assessment
Honest evaluation of your company's market position, financial health, and operational readiness for transition.
- •Market valuation analysis
- •Operational gap assessment
- •Pre-sale optimization recommendations
Financial & Operational Review
Detailed analysis of your business. Identify opportunities to strengthen performance before transition.
- •EBITDA optimization
- •Financial clean-up
- •Process improvement for value
Owner Objectives Exploration
Every owner has different priorities. We take time to understand what matters most to you — financially, personally, and for your team.
- •Personal financial planning
- •Legacy goal-setting
- •Post-exit lifestyle planning
Leadership Continuity Planning
Ensure your key people stay on track. Clear leadership structures for the next generation.
- •Executive team development
- •Retention planning
- •Culture preservation strategies
Quiet Introductions to Qualified Buyers
When appropriate, we facilitate discreet connections to vetted partners who share your values and respect what you've built.
- •Confidential buyer outreach
- •Deal structuring guidance
- •Transaction support
Our Process
Initial Conversation
Confidential, no-obligation discussion about your situation, goals, and timeline.
Assessment Phase
Thorough review of your business, financials, operations, and market position.
Strategy Development
Custom transition plan based on your priorities — whether internal, family, or external sale.
Execution Support
Hands-on guidance through every step — from optimization to close.
Post-Transition
Continued support to ensure smooth integration and sustained success.
Questions We Often Hear
"When is the right time to start planning?"
The best time is 3-5 years before you want to exit. That gives you time to optimize the business, strengthen the team, and maximize value. But we help owners at any stage.
"What if I'm not sure I want to sell?"
That's completely normal. Many owners aren't certain. We help you explore all options — including passing to family, transitioning to management, or staying involved longer. There's no pressure.
"How do you keep everything confidential?"
Strict NDAs. Careful communication. No public listings. Your customers, suppliers, and employees won't know unless you want them to.
"What if my business isn't 'ready'?"
Most aren't. That's why readiness assessments are valuable. We identify gaps, help you fix them, and increase your business value before any transition.
You built something that matters.
Our job is to protect it — and prepare it for the next chapter.
Start the Conversation