Complimentary Consultation

Congratulations! By investing your valuable time in thinking about what could be the most important achievement of your business career—transitioning your company to a successor–you have taken a crucial first step on your transition journey.

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).

For nearly 30 years, The Transition Strategists have developed succession strategies for private and family businesses whose owners want to preserve their most important relationships. In fact, 100% of the owners who have used our tools and processes to choose and mentor successors and position their companies for success have gone on to live happy and meaningful lives.

We’d love to talk with you about your unique situation, personal and professional goals, and priorities. Simply fill out the Complimentary Consultation Interest Form so we know a little about who you are, and we’ll get back to you with our insights about creating your own roadmap to successful business transition.


Complimentary Consultation Interest Form

Business is personal and therefore unique, however, companies who receive the most value from engaging with The Transition Strategists share common values. With gratitude and respect please complete the following 10-question survey so we may best direct your inquiry.