Transition Strategies

The best time to plant a tree was 20 years ago. The second-best time is now.

– Chinese Proverb

Contact us - Transition Strategies - The Transition Strategists

The best way to maximize your chances for a successful future is to give yourself years to plan it. The second-best way is to begin making a plan today to:

Plan and implement the transition from your private (and/or family) business. Learn more…

Discover your missions and chart a growth path. Learn more…

Build skills, change behavior, maintain focus and momentum. Learn more…

Our services are thoughtfully designed to help you secure the life you want. Drawing upon emotional intelligence, a focus on relationships, and our unique tools, we guide businesses, leaders and multi-generational families through transition and change.

We are ready to help you navigate whatever lies ahead for you, whether that is a transition, a succession or an analysis of how individuals fit within your business. 

Our Services

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

Learn More

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

Learn More

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

Learn More

Get a Complimentary Consultation

Let’s talk about the questions you have about your company’s transition to a successor. Having worked with owners and families for over 20 years, we understand that every situation is unique and that there are principles and processes that greatly increase the odds for success. Book a free consultation call so we can answer your questions and maybe even share a few secrets of success.