We help private and family businesses get on the same page—about leadership, ownership, and the future.
Before transition feels urgent.
Whether you’re exploring succession, selling, or still figuring out what’s next, we help you navigate change and make confident decisions while keeping relationships strong and your peace of mind intact.
Join our upcoming
FREE Workshop
Learn our proven framework to create a clear path forward in your business transition journey so you can preserve important relationships and ensure business continuity -without getting stuck in uncertainty or damaging family harmony.
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 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.
Services
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.
Succession
Planning
- 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
Ownership
Strategy
- Develop integrated, long-term ownership plans
- Educate and prepare owners
- Design ownership transfers
- Create governance structure and policies
Generational
Planning
- 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
Blog
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.
What It’s Really Like to Work with Siblings in a Family Business: Lessons from 3 Real Stories
Read More »
Take Advantage of A Complimentary Discovery Call
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.
