You Built Something That Matters. Let's Make Sure the Next Chapter Does Too.
A guided path for owners who aren’t ready to walk away but know they can’t run it forever. Design what’s next on your terms.
You’ve spent decades building this.
The relationships, the reputation, the team that counts on you. Walking away isn’t something you take lightly. And honestly, you might not want to walk away at all. You just know that something needs to shift.
Maybe you’ve been thinking about this for a while but haven’t started because you’re not sure where to begin. Maybe you’ve talked to attorneys or financial advisors and came away with a stack of documents but no real clarity on what you actually want. Maybe you’re worried that starting the conversation will set something in motion you’re not ready for.
You’re not behind. The owners who do this best are the ones who start before they have to.
Our founder, Elizabeth Ledoux, is in her own transition right now, passing the business to her successor. She’s not advising from the sidelines. She’s living it.
YOU MIGHT BE HERE IF…
You're still building and not ready to leave.
You love what you do. You’re not burned out and you’re not being pushed. But you know that at some point this business needs to work without you, and you’d rather design that transition than have it forced on you by health, timing, or circumstance.
You have a successor in mind but haven't started the conversation.
Maybe it’s a family member. Maybe it’s a key employee. You think they’re the right person, but you haven’t said it out loud, tested the assumption, or talked about what a handoff would actually look like. The conversation keeps getting pushed.
You've started planning but it stalled.
You talked to advisors. Maybe you even drafted documents. But the people side never got addressed. The strategy feels incomplete because nobody sat down and asked what everyone actually wants.
OUR PROGRAM
How Evolve Works for You
Evolve is a 12-month guided engagement designed to bring clarity, alignment, and a real plan to your transition. For owners, that means you get to design what’s next intentionally, not reactively, and with the people who matter most at the table.
One-on-One Clarity
You’ll work with your Transition Guide to define what you actually want. Not what your attorney thinks you should want. Not what your family assumes. What you want for yourself, for the business, for the people who depend on you, and for your legacy.
Facilitated Conversation
The hardest part isn’t building a plan. It’s having the conversations that make it real. Your guide facilitates those directly, making sure everyone is heard, nothing gets avoided, and the conversation moves forward even when the topic is uncomfortable.
A Roadmap on Your Terms
Using our Transition Compass and Objectives Matrix, you build a roadmap that reflects your priorities and your timeline. Every commitment and milestone is documented. You stay in control of the pace.
Support That Doesn't Disappear
Monthly coaching, bi-weekly Group Labs with other families in transition, and a guide who stays with you through implementation. This isn’t a plan that sits in a drawer. It’s a living process with someone walking beside you.
Not sure if it's the right time? That might be the best time to talk.
The owners who have the most options are the ones who start early. Let’s have a conversation about where you are.
Your 12-Month Journey
Most of the owners we work with aren’t trying to leave. They’re trying to figure out how to evolve their role, protect what they’ve built, and give the next generation a real shot at success without losing everything that makes the business what it is.
That’s a different conversation than “how do I sell and get out.”
Evolve is built for that conversation. You might end up staying involved for years. You might step into a chairman role. You might transition fully. The point is that you get to decide, with clarity, and with your relationships intact.
The families who do this well don’t just preserve the business. They come out closer than when they started.
What Other Owners Have Experienced
The owner who wasn't ready to leave but knew he needed a plan.
The owner who was worried about the family.
The owner who had talked to advisors but felt something was missing.
THE TOOLS THAT MAKE IT WORK
Built for Owners Like You
Every tool we use was developed by our founder, Elizabeth Ledoux, over 30 years of guiding privately held business owners through transitions. Here are the ones owners find most valuable.
The Transition Compass
The Objectives Matrix
The iMAP Assessment
The Transition Roadmap & Timeline
Your Investment
The families who invest in this work avoid the outcomes that cost far more to repair: stalled transitions, fractured relationships, and deals that fall apart because the people side was never addressed.
Evolve starts at $2,700/mo
That includes everything: your dedicated Transition Guide, monthly coaching sessions, bi-weekly group labs, and our full suite of proprietary tools.
We don’t charge a percentage of your deal. We don’t have hidden fees. It’s a flat monthly rate for your full transition journey
Frequently Asked Questions
You don’t have to be. Many of the owners we work with are still deeply involved in their businesses and plan to stay that way for years. Evolve helps you design the transition on your timeline. Starting the planning doesn’t mean starting the handoff.
That’s more common than you think. Part of the early work in Evolve is clarifying what you want in a successor and whether the right person is already in the picture or not. Some of our best engagements started with an owner who had no idea who would take over.
Your attorney handles the legal structure. Your CPA handles the tax strategy. We handle the people strategy: the clarity, the alignment, the conversations, and the roadmap that makes their work more effective. Most families spend six figures on legal and financial advisors during a transition. The ones who do this work first get more value from every dollar they spend.
Plan for three to six hours a month. That includes your one-on-one coaching session, the bi-weekly Group Labs, and any preparation work. It’s designed to fit into your schedule alongside running the business.
Evolve is designed to be 100% virtual. No travel required. We’ve found that consistent monthly and bi-weekly sessions create better momentum than occasional in-person intensives. That said, we offer optional in-person retreat days for families who want them.
The Best Time to Start Is Before You Have To.
Let’s talk about where you are today, what’s on your mind, and whether Evolve is the right fit. No pressure. Just a real conversation about what’s possible.