“If you fail to plan, you are planning to fail”

Benjamin Franklin – 1790

According to the Exit Planning Institute (EPI), 63% of business owners do not have a formal, written succession plan. 

This lack of planning can create financial chaos for their families, employees, and community – demonstrating the need for more comprehensive succession planning strategies.

Our Solution

smallMatters Institute, an Arizona based non-profit organization, has launched Succession Express^sm offering small to medium size businesses a comprehensive range of succession services, including exit strategy planning for retiring business owners, financial retirement consulting, career counseling, and comprehensive educational training aimed at helping them align their retirement realities with their social and economic goals.

For More Information,

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