Business Planning Solutions
Business Planning Solutions, Succession Planning and Exit Planning
Create a Better Business and increase your business value with UMB’s Business Planning Solutions tailored uniquely for business owners.
We can help you whether your business is in the Growth, Maturity or Exit Phase!
Business Planning Solutions unique to you and your business
No two business owners are the same, which is why we take the time to listen and get to know you—your story, your values and vision for the future.
Side-by-side support
We will be with you throughout the process, from preparing to exit and managing the transition to helping you with your next steps.
A collaborative approach
We want to ensure you have a holistic plan and full support, which is why we collaborate with your team and any outside advisors to build you a comprehensive strategy.
Schedule a consultation with a UMB team member
Your custom timeline
Whether your exit is 10 years, 5 years, or only a year away, we’ll be here to guide you through the process— from coordinating with your advisors to building a comprehensive exit plan that positions you and your family for what’s next.
Planning your legacy
Selling or passing along your business means you are stepping into a new lifestyle—and that can be overwhelming. UMB can help you prepare for life after work, while ensuring your needs are met and your legacy is well-planned. We understand the importance of FAMILY when planning for business transitions.
UMB Together
UMB Business Planning Solutions has a proven time efficient process to assist you in creating your business plan and exit plan.
Your business is one of the most valuable financial assets that you own. Take the steps to protect and maximize its value for you and your family.
-
Optimize your business: Time milestones for your business exit
Read NowSelling your business is a milestone, both personally and financially—but it also takes a well thought out plan to maximize the sale proceeds and to prepare yourself personally for the business exit. The more time the business owners have in...
-
Five reasons to connect with your business banker
Read NowKey takeaways Business bankers help their clients manage finances, set and achieve goals, and plan for their businesses’ futures. Certain situations can call for a business banker’s expertise, such as general financial health checkups, business expansion planning, fraud prevention, market...
-
Five reasons to work with a business succession team
Read NowWhen it comes to family succession planning, almost everyone recognizes the value in having an outside party to offer guidance, ensure transitions occur seamlessly and mitigate additional stress. Business owners should see any selling or handoff of their business the...
