Personalized Transition Roadmap Developer™ Engagements

100 percent of the owners who have deployed The Transition Roadmap Developer™ (TRD) are now living their next adventures, their important relationships are intact, and their companies enjoy continued success.

Personalized TRD Engagements are the solution for owners with complicated businesses, large family enterprises, or those who would prefer a one-to-one high-touch engagement with a certified Transition Guide. If you are ready to transition out of your companies in a way that achieves your financial and relationship goals, and positions your successors and businesses for future success, schedule a complimentary consultation today!

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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:

1. Your Transition Compass™ uses your answers to six questions to set your direction.
2. Your Transition Timeline™ sets the pace to reach the milestones you choose.
3. Your Transition Strategy Statement™ is your vision of your transition and your future
4. 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.