Business Transition
Is your organization in a stage of transition?
It’s time to ditch the overwhelm and stress. For this development track, we use The Transition Strategists’ proven process to eliminate the anxiety of succession. We’ll create a plan that launches you to your next adventure, prepares successors to lead and lays the foundation for ongoing success.
What’s included in this quest?
Complimentary Consultation
Complete an online questionnaire to start your complimentary Zoom consultation. This step will connect you to a Transition Strategist Guide who can help determine your next steps.
Transition Roadmap Developer
We follow an organized process to get you from where you are to where you want to be. We take into consideration your relationships with family, the successor(s), customers, vendors, and the community. We strategize your options and work to ensure your transition supports your next adventure and the ongoing success of the business.
Coaching & Support
As needed, we provide coaching to support your journey.
We partner with your advisory team as we help guide you.
Move from feeling stuck and overwhelmed to feeling confident.
If you’re 3-5 years from transitioning your business, now is a great time to start the conversation with us. The process takes approximately 3-6 months and the more time we have, the more options you’ll have.
This program is thoughtfully designed for family and private businesses as well as individuals. From succession planning and ownership strategy to internal business transitions, our team is here to guide you every step of the way.
If you aren’t ready yet, that’s okay. We can help you develop a roadmap to get there.
