Guiding Private and Family Businesses Through Thoughtful and Effective Transitions

The Transition Strategists are a collective of business succession consultants with over 20 years of experience guiding private and family businesses through a powerful process that maximizes the odds of successful business transitions. 

Join our upcoming free workshop

Are you ready to take the first step towards a successful family business transition? Join us for an insightful workshop designed to help owners and successors navigate the complex journey of business succession.

Client Testimonial

Are you an owner who has built a successful business and wants to see that success continue after you’ve moved on to your next adventure?

Do you feel overwhelmed by the number of business transition decisions you will have to make because your choices will affect you, your company and those you care about, including your community?

We get it.

Business transitions are complicated, but they don’t have to be messy.

Business transitions involving family members can be especially complex and potentially the most personally satisfying achievement of your career.

Business transitions can support your important relationships and secure the financial return you deserve from a lifetime of work.

Business transitions can be a win-win for everyone involved.

We know because over 30 years, 100 percent of the owners who have deployed our unique Transition Roadmap Developer™  have been as successful transitioning their companies as they were running them.


Our Business Succession Planning services are thoughtfully designed and geared toward providing the best and most effective transition and business succession planning strategies for family and private businesses as well as individuals.


  • Outline vision and growth plans
  • Plan for next-generation leadership and facilitate leadership development, etc.
  • Evaluate next-generation talent

Family Business Strategy

  • Resolve conflict
  • Manage relationships
  • Lead with vision
  • Communicate effectively
  • Design and implement a family council


  • Develop integrated, long-term ownership plans
  • Educate and prepare owners
  • Design ownership transfers
  • Create governance structure and policies


  • Address multi-generational concerns
  • Frame resilience strategies
  • Develop long-term governance
  • Design and development family councils 

Individual Pathfinding & Purpose

  • Locate your path for moving forward
  • Find “what’s next,” or figure out where you fit in the business
  • Facilitate understanding of purpose
  • Create a strategy for achieving purpose and fulfillment

Internal Business Transitions

  • Optimize business value
  • Define goals and success
  • Engage stakeholders
  • Craft contingency plans

Success Stories


We share tips and relevant business succession strategies that support you as you run your company, prepare for transition, and train your successor. Read our succession planning blog posts.

Take Advantage of Your Complimentary Consultation

Let’s talk about the questions you have about your company’s transition to a successor. Having worked with owners and families for over 20 years, we understand that every situation is unique and that there are principles and processes that greatly increase the odds for success. Book a free consultation call so we can answer your questions and maybe even share a few secrets of success.