Transition Tools
When leaders, individuals and organizations share a clear sense of purpose, amazing transformations happen! That’s why we designed every one of our transition tools to gain clarity, chart purposeful journeys, and achieve meaningful and rewarding change.
Our Proven Tools
Contemplating your business transition journey but not sure where to start?
Most business owners find themselves overwhelmed by succession planning. Our First Steps Forward guide provides 5 critical insights to help you begin with confidence. Learn how to preserve relationships, protect your legacy, and create a clear path to your Next Adventure™.
Download these tools for FREE
Many business families struggle with when and how to have these conversations. The perfect tool for the holidays that protect relationships while honoring both family and business needs. This comprehensive toolkit provides proven strategies to create meaningful connections during holiday gatherings.
A powerful calculator that proves your numbers aren’t meant to scare you – they’re meant to empower you. This comprehensive tool transforms the value of your life’s work into your path to Next Adventure™.
The complete checklist for family business transitions that protect your legacy and relationships. This comprehensive toolkit provides proven strategies to navigate important decisions with clarity and purpose.
A tool designed to help you identify your most important goals. The Matrix includes both subjective and objective issues that paint a complete picture of your goals and brings clarity when making decisions.
The complete roadmap for preparing your successor for leadership success. This comprehensive guide helps you transfer knowledge and foster abilities while maintaining strong relationships during your transition journey.
A guide that reveals your options and opportunities for transition paths. This comprehensive toolkit walks you through key decision points that help determine your ideal path forward as you plan for your Next Adventure™.
Our Proven Transition Strategy Creation Process
Transition Roadmap Developer™
The Transition Roadmap Developer™ is the solution for owners who want to transition out of their companies in a way that achieves their financial and relationship goals, and positions their successors and businesses for future success. That’s a tall order, yet 100 percent of the owners who have deployed The Transition Roadmap Developer™ are now living their next adventures, their important relationships are intact, and their companies enjoy continued success.
The Pathfinder™
Coaching
We offer individual coaching for individuals transforming their roles from successor to leader and from owner/leader to mentor.
Business Value Accelerator™
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.
The Pathfinder™
The Pathfinder™ is a Transition Strategists-created program for individuals and groups who want to understand how they operate, identify their strengths, weaknesses and values, and clarify their goals before they embark on the next phase of their lives.
We have helped hundreds of individuals create visions of their future and chart step-by-step paths to reach successful and integrated lives.
Through virtual and/or in-person training sessions, individuals, families and/or small groups participate in assessments and exercises that:
- Renew their connection to their authentic selves.
- Align their roles, temperaments, impact style, abilities, interests, and values (both core and work).
- Clarify their personal missions.
- Integrate their missions into their lives.
Individuals leave the The Pathfinder™ program with six-year plans that map their journeys toward the meaningful lives they desire.
