Private Transition Roadmap Developer™ (TRD) Engagements

Discreet, strategic succession consulting for complex family business transitions and high-stakes succession planning

For Multi-Generational Family Businesses Requiring Expert Facilitation

Private Transition Roadmap Developer™ engagements are designed for family businesses with complex dynamics, multiple stakeholders, and high-stakes transitions where discretion and expert facilitation are essential for success.

What Makes Private TRD Different

Unlike group programs or standardized succession planning approaches, Private TRD engagements provide completely customized, confidential consulting for families navigating the most challenging aspects of business succession.

You receive:

Complete discretion and confidentiality throughout your entire transition journey
Custom succession strategy development tailored specifically to your family’s unique dynamics and business structure
Expert facilitation of difficult conversations between family members, successors, and key stakeholders
Senior-level guidance from our most experienced Transition Strategists with decades of family business expertise
Crisis management support when unexpected challenges or conflicts arise during your transition
Comprehensive documentation including governance frameworks, communication strategies, and implementation roadmaps
Community and implementation support with access to peer learning and ongoing coaching resources

What is the Transition Roadmap Developer™?

The sole purpose of most business succession programs is to achieve the financial goals of a selling owner. Yes, financial security is important, but many owners are equally focused on:

Maintaining their relationships with the important people in their lives (e.g., family members and business partners) and
Ensuring the ongoing success of the companies they’ve worked lifetimes to create and, by extension, the communities that benefit from that success.

No business succession program can perfectly achieve every one of an owner’s goals, but the Transition Roadmap™ is designed to achieve an owner’s financial and relationship goals. It enables you to move through your transition with confidence that your most important goals will be met.

A Transition Roadmap is a custom map that guides you, your business, your successor(s) and your advisors through your business transition. To develop your map we help you determine your financial and emotional transition objectives, organize your priorities, assess your options, communicate effectively, create a timeline for the transition, mentor your successor and, if necessary, set up a more formal means of family business governance.

Our Transition Roadmap has four parts:

Your Transition Compass™ uses your answers to six questions to set your direction.
Your Transition Timeline™ sets the pace to reach the milestones you choose.
Your Transition Strategy Statement™ is your vision of your transition and your future
Your Focused Action Navigator™ is a detailed list of actions that must occur to achieve the milestones you set and facilitate accountability.

Ultimately, your Transition Roadmap enables you, your family, successor(s), and company to move forward with clarity and confidence. It documents “what’s next” for everyone involved and illustrates how all of you will reach your “Next Adventures™”.

Find out more about Succession Questions and the Internal Transition Definition.

Types of Complex Situations We Handle

Multi-Generational Family Dynamics

Families with 3+ generations involved in ownership or management
Multiple family branches with different objectives and timelines
Non-active family members requiring fair treatment and communication
Sibling rivalries, step-children considerations, or generational conflicts

High-Stakes Business Transitions

Significant business value requiring careful planning and expert guidance
Multiple successor candidates requiring evaluation and role clarity
Key employee retention and customer relationship preservation during ownership changes
Complex ownership structures with partners, investors, or multiple entities

Challenging Succession Scenarios

Successor readiness concerns requiring structured development plans
Performance improvement and accountability for potential successors
Cross-generational leadership transitions with competing visions
Family governance needs for ongoing decision-making and conflict resolution

Liquidity Events and Strategic Transitions

Preparation for third-party sale or merger while maintaining family unity
Management buyout facilitation with family member involvement
Employee stock ownership plan (ESOP) transitions for family businesses
Partial liquidity events with continued family ownership and control

Ready to Explore Private TRD?

Every Private TRD engagement begins with a confidential consultation to understand your family’s unique situation and determine how our approach can best support your succession planning needs.

In your consultation, we’ll discuss:

Your family’s specific challenges and succession planning objectives
How Private TRD can address your unique situation and provide the support you need
Our recommended approach and engagement framework for your family
Clear next steps and timeline for moving forward together

No pressure, just clarity on whether we’re the right strategic partner for your family’s transition journey.