Transition Strategies

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

– Chinese Proverb

Small Business Succession Planning

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

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

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  • 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

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Get a Complimentary Consultation

Book a free consultation call to discover how we can help you position your business for transition and succession. Our team possess huge wealth of experience which enable us to develop and execute strategies that are tailored to each client’s unique needs, situation, and business landscape.