We invite you to apply for our exclusive 3-day intensive for private business owners ready to design their transition journey
You can create a successful business transition that preserves relationships and ensures business continuity – in just 3 days – without sacrificing your legacy or damaging important relationships.
Yes, really.
Over the last 30 years, we’ve guided hundreds of private business owners through successful transitions using our proven Transition Roadmap Developer Process™. Now, we’re inviting YOU to join our next private Business Transition Masterclass.
What Is The Business Transition Masterclass?
This exclusive 3-day intensive helps you:
- Create your comprehensive transition timeline and strategy
- Identify and address potential obstacles before they arise
- Learn how to have crucial conversations with stakeholders
- Connect with peers facing similar challenges
- Work directly with experienced Transition Guides
Why Apply?
This isn’t just another business planning workshop – it’s a transformative experience specifically designed for private business owners ready to take control of their transition journey.
You’ll get:
- Our proven process with 100% success rate
- Intimate group size (max 5 businesses)
- Personalized guidance from an expert Transition Guide
- Comprehensive transition toolkit and resources
- Follow-up support to maintain momentum
If you’re ready to move confidently toward your Next Adventure™ while preserving relationships and ensuring your business thrives – apply now.
January 15-17, 2025
in Fort Collins, CO
March 4-6, 2025
in Fort Collins, CO
May 7-9, 2025
in Fort Collins, CO
Are you the owner of a private business who wants to:
Reap a fair return on the value of your investment in your company?
Honor and preserve your most important relationships?
Transition your company into the hands of a capable successor?
See your company succeed after you leave it?
If so, join a small group of successful owners to clarify your vision of the path to your future business transition.
Why join us?
GAIN CLARITY
Identify your goals and deal breakers so you can communicate your intentions to others with confidence.
PEER LEARNING
Plug into a supportive community of successful business owners to share experience, knowledge and insights.
EXPERT GUIDANCE
Collaborate with your key transition stakeholders with support from an experienced Transition Guide.
PROVEN METHODS
Create a transition roadmap that includes a timeline and detailed list of actions that you and your successor must take to achieve the milestones on your timeline.
INTIMATE
Secure your spot in one of our exclusive retreats and kickstart your transition journey.
Meet your Transition Guides
Our transition guides have a track record of success. 100% of private and family business owners who’ve completed our process have achieved successful transitions. We understand the complexities of business transitions, and we’re here to guide you every step of the way.
Elizabeth leads our team of Transition Guides and shares insights from her 30 years of experience creating tools and values-based approaches that consistently deliver positive results for owners, successors and their companies.
Marcy thrives on inspiring individuals to achieve life-changing breakthroughs. She is a seasoned, engaging trainer, facilitator, and coach with 24 years of experience in leading workshops and multi-day training courses, both in-person and virtually.
What's Next?
Frequently Asked Questions
You will leave with your transition roadmap and timeline, ready to act and invite others to join you on your transition journey. We will outline the deliverables during our introductory call and send you a complete list before this class begins.
The cost of the Masterclass depends on the location and format (in-person vs. online learning). For more detailed information, please fill out our application.
We welcome you to attend this class with up to three others who are involved in the transition of your company, e.g., co-owners, potential successors, and/or important family members. If you are considering the pros and cons of bringing someone with you, let’s discuss these during our introductory call.
We ask you to complete an application and participate in the introductory call to ensure the best peer-learning environment, and that the class meets your needs, the instructors have enough information to customize the content, and we assemble a group that’s diverse by industry yet similar in business size.
The Venue
The Masterclass will be held in beautiful Fort Collins, Colorado at “The Barn,” our private 1400-square-foot meeting / retreat space.
Adjacent to the Windsor Reservoir near Ft. Collins, Colorado, The Barn offers an unobstructed and breathtaking view of Long’s Peak and the Front Range. In this private office setting, our clients brainstorm, strengthen relationships and work free from distraction and interruption.
