IHP Consulting Names Advisor Coordination Key Succession Planning Gap
Sep 25, 2026
IHP Consulting highlights advisor coordination as a key succession-planning gap for owners of private companies with at least $400,000 in EBITDA, introducing The Strategic Owner platform to align CPAs, attorneys, and financial advisors around one exit plan.
Draper, United States, September 25, 2026 /NewsNetwork/ -- IHP Consulting has identified a lack of coordination among trusted professionals as the central obstacle standing between business owners and successful succession planning. The finding does not point to a shortage of capable advisors but to the absence of a shared plan connecting their work. To address this, IHP Consulting built The Strategic Owner, a platform designed to organize exit planning for owners of established private companies generating at least $400,000 in annual EBITDA.
More information is available at https://thestrategicowner.com/
Leaving this gap unaddressed carries real consequences. 45% of business owners believe themselves best-in-class or better at readiness to transition to a buyer, while only 13% have a formal, written exit plan, per the Exit Planning Institute's 2023 State of Owner Readiness research — a gap that often traces back to fragmented planning. No single advisor can address every financial, legal, tax, and valuation dimension of an exit, and when roles overlap without coordination, confusion and added costs tend to follow.
This disconnect shows up in a familiar pattern, since many owners already retain a CPA, an attorney, and a financial advisor, yet these professionals rarely operate from one timeline or one set of objectives. 73% of business owners want to exit within the next decade, and 48% of those want out within five years, per the same Exit Planning Institute research.
The Strategic Owner responds to this gap by functioning as a strategic quarterback rather than a replacement advisor. According to the company, its role is to organize existing expertise, clarify who owns which decisions, and keep momentum moving toward a single, agreed-upon plan; owners' current CPAs, attorneys, and financial advisors remain in place, while the coordination among them changes.
That coordination takes shape through a structured engagement that begins with a complimentary Exit Readiness Assessment and continues through eleven workshops spread across three to four months. Four pillars anchor the work: Define the Destination, Know the Numbers, Build the Value, and Align the Exit, guiding owners from personal goals through valuation, value enhancement, and deal structure.
The intended outcome extends beyond a transaction price. IHP Consulting aims to help owners build a less owner-dependent business, assemble an aligned advisory team, and produce a practical plan supporting after-tax wealth, legacy, and continuity, addressing both the financial mechanics of an exit and the personal transition that follows it.
By naming advisor coordination as the critical gap in exit planning, IHP Consulting positions The Strategic Owner as a way to close it. Owners of established private companies seeking to align their existing advisory teams around one timeline can learn more about the company's approach at https://thestrategicowner.com/
Contact Info:
Name: Mike Clark
Email: Send Email
Organization: IHP Consulting
Address: 138 E 12300 S Ste C-1151, Draper, UT 84020, United States
Website: https://thestrategicowner.com/
Source: NewsNetwork
Release ID: 89204463
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