If you imagine transitioning within the next two to ten years, The Big 6 Program will help you lay the foundation for a succession plan that protects your financial future, the health of your relationships, and the ongoing success of your company.
Our six-week online program has live sessions that typically take place on Tuesdays at 11:00 am ET.
Why do you want to transition your business?
Proven tool: The Objectives Matrix
What do you have and want to transition?
Proven tool: What You Have & What You Want to Transition
Who will succeed you in ownership?
Proven tool: The Who Matrix
When will the transition begin and end?
Proven tool: The Many Whens
How will the transfer be structured?
Proven tool: The Transaction Guide
How much do you need for your ownership interest?
Proven tool: The How Much Calculator
Hundreds of owners have used these tools to create their successful transitions. We provide several versions of each tool so you can work in the way that’s best for you.
Our live sessions will be highly interactive and provide the opportunity for you to learn in community with others in similar and unique situations.
You’ll be empowered to create a plan for your next transition steps. Whatever step you need to take next, you’ll be ready to take it with confidence.
This book will enhance your experience in The Big 6 Program by showing you how to:
It’s never too early to start thinking about the who, how, and why of transitioning out of your business because it takes time to prepare yourself, your company, and your successor(s). The Big 6 program will help you do exactly that!
We won’t have time in our live sessions to dive into the specifics of every participant’s transition situation. Do you have concerns about family dynamics? Are you stuck on the questions of the idea time to being transitioning?
Program VIPs will have a one-hour call with a Transition Guide to discuss whatever topic they choose, e.g., family dynamics, timing, or prioritizing goals.
This is a can’t miss opportunity to attend an exclusive Q&A session with the other Big 6 VIPs to ask The Transition Strategists Founder and CEO, Elizabeth Ledoux, your most burning questions about business transition and succession.
Bring questions about your specific transition situation, general transition questions, or come to hear Elizabeth give advice to others.
This session will take place on Thursday, April 18 at 11am ET for all of our VIPs.
Founder, CEO, and visionary, of the Transition Strategists team, Elizabeth has 30 years of experience creating tools, methods, and values-based approaches to deliver win-win results that deliver successful results for owners, families, and businesses going through transition.
Andrea is an experienced facilitator and has a passion for bringing communities of like-minded individuals together to unlock collective potential. She designs online experiences that inspire individuals to move from ‘here’ to ‘there’ on their business and life journeys.
The Big 6 is a six-week online program that will take place on Tuesdays. The sessions will be hosted on Zoom every Tuesday from 11:00am – 12:00pm ET.
We stand behind our programs. If the program does not seem like the right fit for you, you can reach out to us before the beginning of Session 3 (by April 8th at 7:00pm MT) to let us know. After a brief conversation to help us understand how we can improve, we will process a full refund. You will lose access to any materials, course calls, and bonuses.
Yes, we will record the lesson portion of each live session. Due to the personal information that participants may share, we will not post discussions.
We know a business transition is a team sport. If you have a business partner, spouse, or a business successor already identified, you might be interested in bringing them to complete their Big 6 questions. As part of your enrollment, you can bring one additional attendee. If you’d like to bring more than one person, please reach out to our team after registration to discuss pricing.
Please note, that this program is not designed as a “workshop” for business teams to have time to discuss together live on the call, but we would encourage you to discuss your answers to each Big 6 question as we work through the program.
As long as we are offering the Big 6 Program, you will have access to the Big 6 learning materials, PDFs, course recordings, and downloadable spreadsheets. This will allow you to revisit your Big 6 questions in the future.
If you’re serious about crafting a successful transition, and you’d like the benefits of personalized feedback from a Certified Transition Guide, the VIP upgrade is definitely worth your investment. Not only will you get a 1-hour strategy call with a Transition Guide, but you’ll also have access to a one-hour Q&A session with our founder, Elizabeth Ledoux, who has over 30-years experience guiding businesses through all types of business and family business transitions.
While this program is built for business owners, successors can learn much from other transitioners about their thought processes as they answer the Big 6 questions.
Plus, all successors need to answer some of these questions as well. Successors need to understand why they are interested in taking over the business, when they would like the transition to take place, and how much they are willing to invest.
While both of these programs utilize our tried-and-tested tools, The Big 6 Program is designed as an introduction to business transition planning. If you are just beginning to think about your business transition, know your transition is at least 5+ years away, or are part of a smaller organization with budget constraints, the Big 6 Program might be the perfect fit for you. Our retreats are designed for a full immersion in business transition planning.
After The Big 6 Program, many participants find the next right move to be attending a TRD Retreat or hiring a Transition Guide to help create a custom Roadmap.
We would be happy to hop on a 15-minute Q&A call to answer any additional questions you have about the program. You can book that meeting via our online calendar.