Business Succession Planning

You need new clients to grow your business, but finding new prospects outside of referrals is a tedious challenge.

The PT Services Group will help you to identify potential prospects and provide you with the business intelligence that you need to initiate a conversation about your services and how you can help them. The business intelligence report for a business succession planning prospect will prepare you to engage that prospect by telling you:

  • Business Intelligence Report  - Business SuccessionBusiness owner name, company name, address
  • Company structure
  • Number of partners, partners’ ages, business owners’ age
  • If they have a buy-sell agreement in place
  • Sales volume
  • Number of employees, key employees
  • If a succession plan is currently in place
  • Website, if applicable

This intelligence, combined with specialized sales coaching, optimizes your opportunity to create a pipeline for lead generation and sales.

Connect with us or contact John Pojeta (412-291-6685), our VP of Business Development, to find out how business intelligence can improve your business.