HOW WE CAN HELP YOU
DLS Advising can help you prepare for your profitable and happy exit. The owner, Dann Scheiferstein, has successfully exited four operating businesses himself. One of the main values DLS brings to you is being able to communicate with and understand the goals of business owners.
DLS does not compete with, but complements your trusted advisory team, including Legal, Wealth, Financial, and Tax Advisors, who all play a role. Exit Planning is a multi-disciplined effort, and DLS helps to organize the team’s collective expertise to smooth the exit transition.
Exit Planning preserves the business owner’s greatest asset, which is time. A carefully thought out plan provides foresight and reassurance that all aspects of the exit are being considered, minimizing surprises and loose ends, which can deride a successful exit.
DLS has bolstered its offering by adding an experienced team of highly-trained exit professionals and an incredibly successful transition process through our partner, NAVIX Consulting.
The NAVIX Process ensures that owners exit on their terms, achieve financial freedom, and create sustainable business legacies.
Together, DLS Advising, the business owner and their advisory team will work to overcome the obstacles and maximize business and personal goals in preparation for the owner’s exit. We will coordinate and implement those strategies and tactics in a timely and cost-efficient manner.
THE EXIT READINESS PROCESS
DLS Advising has a fairly extensive get-to-know-you process to assess your need for an Exit Planner, making sure you are confident before beginning our working relationship.
STEP 1: Establish a dialogue during an Introductory Consultation to measure personal chemistry and fit. DLS is most often referred to the owner(s) by another professional advisor.
STEP 2: DLS and the owner complete an Exit Readiness Scorecard.
STEP 3: Identify both the owner’s goals and the business risks of exiting.
STEP 4: Execute the plan in cooperation with the owner’s advisory team.
WHY CHOOSE US?
The Value of Preparation
Return On NAVIX Investment – Financial
- Tax minimization
- Increasing business value multipliers
- De-Risking value reducers
Return ON NAVIX Investment – Non-Financial
- Legacy preservation
- Peace of mind
- Exit on your own terms
- Engage family buy-in
- Preparation for next chapter
CLIENT TESTIMONIALS
“To Stone Pier, Dann is unique in our region. He is a professional exit planner with a proven track record. Dann is able to work through the full gamut of issues that arise in exit planning. He is objective, unbiased a great listener as well as a strategist. We have seen first hand how Dann has adroitly guided owners through a complex set of family and corporate issues, and could not recommend Dann more highly."
– Charles A. Schliebs, Managing Director of Stone Pier Capital Advisors
“We cannot express enough how Dann helped us in the sale of our business. The process of selling seemed so overwhelming to us and Dann helped us through every step and prepared us for all phases of the selling process. Dann helped us identify the areas of our business that we needed to strengthen prior to the sale. His advice to us was invaluable."
– Jocelyn and Mark Wojcikiewicz, Business Sellers acquired by Private Equity
“It has been a pleasure working with Dann as an advisor during a time of succession and change. It has helped us form a new culture, and take our company to the next level. Sometimes working in a family business can be difficult not only for the owners, but also for the employees. Dann has been a great resource to buffer some of the complications that can occur. He always pushes for what is best for the business.”
– Brendan Brown, CEO of Tom Brown Inc.
“Engaging with Dann was the kick-start we needed to make progress on planning our exit. The outside perspective brought by Dann on our business and exit readiness proved invaluable. Coaching us all along the way and introducing us to further on advisors where needed. Dann successfully guided us to the exit we desired. Knowing what I know now, I am a strong believer that you cannot do your exit alone. We owe the sale of our business and the future it has secured for our employees and customers alike in a significant way to Dann.”
– Tim Hayes, CEO of Metsch Refractories Inc.
ABOUT DLS ADVISING
Dann Scheiferstein, Founder of DLS Advising, Certified Exit Planner
Dann’s interest in business began 35 years ago, post biology BA, when a sales position instilled a desire to broaden his skills from technical systems to sales strategy and profit performance. He completed his MBA and became a founding stockholder of four different businesses that started with zero revenue and grew to dominate their market niche. He negotiated his exits as leader and stockholder from each entity after five to eight years. To this day, each venture is still operational and collectively employing hundreds in public and private ownership. Dann’s entrepreneurial accomplishments have taught him the incredible value of an Exit Plan.
“I am passionate about what we can do for business owners because I have powerful tools and a depth of experience. Combining my past achievements in business, I have been preparing for my professional Exit Planning career for over 25 years."
CONTACT DLS ADVISING
And let’s start working on your Exit Plan now!
Email | Dann@dlsadvising.com
Phone | 412-401-8706