Family & Private Business Succession Planning

Do you feel stuck in transitioning your company to a successor?

You may feel like you’ll never achieve a win-win. But
we specialize in helping business owners move onto
their next adventure with peace of mind. We put
people first in the business succession planning process. We focus on keeping the relationships you have
healthy and whole.

We help you transition your company to its best successor

And, we’ll help you navigate complicated family
business transitions while creating wins for you,
your successors, your family and your company. Get your 7 Keys to Successful Succession Planning today!

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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 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 are complicated, but they don’t have to be messy.
Business transitions involving family members are especially complex and potentially the most personally satisfying achievement of your career.
Business transitions can support your important relationships and secure the financial return you deserve from a lifetime of work.
Business transitions can be win-wins for everyone involved.

We know because over 30 years, 100 percent of the owners who have deployed our unique Transition Roadmap Developer Process have been as successful transitioning their companies as they were running them.


Our services are thoughtfully designed and geared towards providing the best and effective transition and business succession planning strategies to family and private businesses as well as individuals.


  • Outlining vision and growth plans
  • Planning for next-generation leadership and facilitating leadership development. e.t.c.
  • Evaluating next generation talent

Family Business Strategy

  • Resolving conflict
  • Managing relationships
  • Leading with vision
  • Communicating effectively
  • Designing and Implementing a Family Council


  • Developing integrated, long-term ownership plans
  • Educating and preparing owners
  • Designing ownership transference processes
  • Creating governance structure and policies


  • Addressing multi-generational concerns
  • Framing resilience strategies
  • Developing long-term governance
  • Designing and development of Family Council 

Individual Pathfinding & Purpose

  • Locating your path for moving forward
  • Finding “what’s next”, or figuring out where you fit in the business
  • Facilitating understanding of purpose
  • Creating a strategy for achieving purpose and fulfilment

Internal Business Transitions

  • Optimizing business value
  • Defining goals and success
  • Engaging stakeholders
  • Crafting contingency plans

Success Stories


Read about tips and relevant business succession strategies that can support you as you run your company, prepare for transition, and train your successor.

Take Advantage of Your Complimentary Consultation

Book a free consultation call to discover how we can best help you position your family or private business for successful transition and succession. Over the past 20 years, our team has acquired a wealth of experience which enables us to develop and execute business succession strategies that are tailored to each client’s unique needs, situation, and business landscape.