The Optran Group - Services

PricewaterhouseCoopers’ Trendsetter Barometer interviewed CEOs of 364 privately held product and service companies identified in the media as the fastest growing U.S. businesses over the last five years. The surveyed companies range in size from approximately $5 million to $150 million in revenue/sales. Nearly two-thirds (65%) of surveyed CEOs plan to move on within a decade or less: 42 percent within five years, and 23 percent in five to ten years. But, despite these intentions, less than half have done any meaningful transition planning.

This market opportunity for professional advisors is huge, and growing daily. If you don’t adequately serve these clients who will?

Business transition and exit planning is a complex, multifaceted endeavor. It requires special training, access to best-in-class specialist providers, and high-level coordination.
We're here to help. Starting with the comprehensive library of exit planning information resources we make available at no charge to our colleagues in the professional service community, and continuing to the seminars, business briefings, and collaborative services available to you.

You should know that we do not charge fees to our fellow advisors to access the Alliance’s services. Here’s why: The collaborative nature of business transition and exit planning naturally leads to reasonable billing opportunities for all parties on the team. Since it is a process and not a transaction, there is usually an ongoing provision of services to the business owner. The Optran Group provides overall management of the exit planning process. We are planners, coordinators, and counselors – and therefore do not compete with attorneys, accountants, appraisers, or financial advisors. Therefore it’s certainly in our best interest to promote the process and, through education, raise the level of activity in this area. Frankly it’s smart business for us.