Transition Readiness Owner Bundle

Harvest Your Business Value and Know Your Transition Options

We don't know what we don't know. With this course, business owners gain a comprehensive understanding of: all transition options available, what it means to operate in a state of transition readiness and how it impacts the value if your business.

Spotlight Assessment

The Spotlight Assessment will help you uncover the major hurdles within your business that may be holding back your company’s growth potential.

Holistic Transition Planning

A holistic approach to transition planning is all about balance. It addresses a business owner's current and future needs, inside and outside their business. Find out how one handy metaphor can help align your whole strategy.

Top Three Value Drivers

Grow or die is the entrepreneur’s mantra, a cornerstone of capitalism, at the core of owner decision-making in businesses of all sizes. Right? Learn about the top three value drivers and how they impact your business... they may surprise you.

Contingency Planning Toolkit

Do you have a plan if the unexpected happens? Many don't. A big part of risk management and continuity planning rests on having adequate contingency plans - guidelines for how to operate "business as usual" when circumstances are anything but.

Assembling a Team of Advisors

You might be wondering, "Why do I need to have a team?". The answer is to help you get the most value out of your business when it comes time to sell.

How Diversity and Inclusion Drives Innovation

Done right, diversity and inclusion can truly be a business owner or leader's secret weapon. Walk away with an understanding of how DE&I programs can drive innovation in your business.

How Owner Dependent is Your Business?

Owner dependence is one of the top value killers in any company. This 10-point scorecard determines whether an organization is truly independent of key leaders. Get access to a personalized report by email.

Letting Go of Business Ownership

Letting go of ownership of your business isn’t easy. In fact, it’s a life altering decision. But we believe a large step in alleviating this exiting anxiety is proper, long-term planning with trusted advisors. Explore why in this learning.

Top Three Reasons to Consider Employee Ownership

There are many ways employees can own all or part of a small, medium or large company. We explore the top three reasons why an owner should consider this option when transition planning.

Performance Management

Ever wonder how to address the issue of under-performance on a team? It can seem daunting but with the right strategy, you can learn how to manage expectations, support your employees and prevent problems before the materialize.

Transition Readiness Bundle

Spotlight Report

Value Acceleration Program Bundle