About Us

The Transition Strategists is an international boutique consultancy offering transition and business succession planning strategies to family and private businesses as well as individuals.

We help business owners design dynamic transition paths that create confidence, inspire healthy relationships, sustain business success, and launch leaders into exciting Next Adventures.

You can count on us to:

  1. Assume the best of intentions rather than make assumptions.
  2. Be honest and transparent. We choose authenticity over perfection and transparency over hidden agendas every day of the week.
  3. Be both professional and playful. When things get tough, we collaborate to find new possibilities and positive solutions.

Over the past 30 years, the skilled Guides of The Transition Strategists have worked with individuals, business owners, their companies, and their families to clarify vision, chart realistic paths forward and achieve meaningful goals. We have coached hundreds of owners in the U.S. and abroad in all aspects of entrepreneurship and leadership.

We continue to grow as individuals and as a company and attribute our success to our values.

We put people first. We set high standards for our work and bring integrity, deep experience, and an expectation of new possibilities to every engagement. We understand that the prospect of transitioning a business to a successor or charting a path to a life of meaning can seem overwhelming, so our skilled Guides are careful listeners, bold thinkers, and creative problem-solvers.