The Business Transition Masterclass: Charting Your Next Adventure

Limited spaces available

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.

At the end of only three days devoted to practical and proven exercises completed in a peer-learning environment with guidance from an experienced Transition Guide, you will have:

  • A transition timeline and vision statement.
  • A list of the personal, financial, family and company goals you have for your transition.
  • An understanding of a range of possible transition options and how to put the odds for success in your favor.
  • The confidence and skills to initiate and lead complex transition-related conversations with the important people in your life and business.

July 15-18, 2024
in Fort Collins, CO

September 25-27, 2024
in Fort Collins, CO

November 13-15, 2024
in Fort Collins, CO

Why join us?


Identify your goals and deal breakers so you can communicate your intentions to others with confidence.


Plug into a supportive community of successful business owners to share experience, knowledge and insights.


Collaborate with your key transition stakeholders with support from an experienced Transition Guide.


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.


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 Ledoux

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 McNeal Headshot

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?

Complete and submit a no-obligation application.

We’ll schedule a brief introductory call to answer all your questions.

Decide that this one-of-a-kind experience is not to be missed.

Reserve your spot and make your deposit.

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.