Do you have more questions than answers when you think about transitioning your company to a successor?
All transitions begin with you, the current owner. Do you have the personal characteristics that improve the odds of a successful transition? Use our free checklist to find out.
We help you transition your company to its best successor
Do you have the MUST-HAVE OWNER CHARACTERISTICS that improve the odds of a successful business transition?
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 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 involving family members can be especially complex and potentially the most personally satisfying achievement of your career.
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
- 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
- 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
- Optimize business value
- Define goals and success
- Engage stakeholders
- Craft contingency plans
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.