Transition Tools
When leaders, individuals and organizations share a clear sense of purpose, amazing transformations happen! That’s why we designed every one of our transition tools to gain clarity, chart purposeful journeys, and achieve meaningful and rewarding change.
Our Proven Tools
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The essential first step for business owners ready to transition with confidence. This proven framework helps you define success across all stakeholders, including family members, successors, and key team members, creating alignment before the journey.
Go from “How do I even bring this up?” to “I’m so glad we finally talked” in under 60 minutes. This free guide gives you the exact words to start that crucial conversation about your business future—without creating family tension or uncertainty.
A vague invitation creates a false yes, and a false yes creates conflict down the road. This free guide breaks down the 11 elements every great invitation includes, from relationships and responsibility to timing, money, and risk, so your successor can accept with full clarity.
The perfect tool for the holidays that protects relationships while honoring both family and business needs. This comprehensive toolkit provides proven strategies to create meaningful connections during family gatherings without business tensions.
The book behind the compass, the four W’s, and the roadmap you saw today. Figure out what you actually want, what your successors want, and how to keep the conversations honest through the whole transition.
The tool designed to help you identify your most important goals clearly. The Matrix includes both subjective and objective issues that paint a complete picture of your priorities and brings clarity when making difficult transition decisions.
Our Proven Transition Strategy Creation Process
Transition Roadmap Developer™
The Transition Roadmap Developer™ is the solution for owners who want to transition out of their companies in a way that achieves their financial and relationship goals, and positions their successors and businesses for future success. That’s a tall order, yet 100 percent of the owners who have deployed The Transition Roadmap Developer™ are now living their next adventures, their important relationships are intact, and their companies enjoy continued success.
Coaching
We offer individual coaching for individuals transforming their roles from successor to leader and from owner/leader to mentor.
Business Value Accelerator™
Transition Roadmap Developer™
The sole purpose of most business succession programs is to achieve the financial goals of a selling owner. Yes, financial security is important, but many owners are equally focused on:
- Maintaining their relationships with the important people in their lives (e.g., family members and business partners) and
- Ensuring the ongoing success of the companies they’ve worked lifetimes to create and, by extension, the communities that benefit from that success.
No business succession program can perfectly achieve every one of an owner’s goals, but the Transition Roadmap™ is designed to achieve an owner’s financial and relationship goals. It enables you to move through your transition with confidence that your most important goals will be met.
A Transition Roadmap is a custom map that guides you, your business, your successor(s) and your advisors through your business transition. To develop your map we help you determine your financial and emotional transition objectives, organize your priorities, assess your options, communicate effectively, create a timeline for the transition, mentor your successor and, if necessary, set up a more formal means of family business governance.
Our Transition Roadmap has four parts:
- Your Transition Compass™ uses your answers to six questions to set your direction.
- Your Transition Timeline™ sets the pace to reach the milestones you choose.
- Your Transition Strategy Statement™ is your vision of your transition and your future
- Your Focused Action Navigator™ is a detailed list of actions that must occur to achieve the milestones you set and facilitate accountability.
Ultimately, your Transition Roadmap enables you, your family, successor(s), and company to move forward with clarity and confidence. It documents “what’s next” for everyone involved and illustrates how all of you will reach your “Next Adventures™”.
Find out more about Succession Questions and the Internal Transition Definition.