our servicesBusiness Ownership Transitions

Transitioning into a new ownership role? Wanting to exit your business? Thinking about selling your business? We will assist you through the transition planning process. Just as comprehensive business planning is a key part of business start-up or expansion, a detailed exit planning process is critical for a smooth transition out of your business or management role.

our process

Step 1


Review and prioritize business transition motivations. Evaluate the current strengths and weaknesses of the business. Assess role transition or business sale readiness.

Step 2

Transition Plan

Outline the steps of a business transition or sale process. Set goals, strategies, action steps, timeline and benchmarks for pre-transition business improvement and the transition.

Step 3


Provide guidance through business improvement plan implementation and the business transition process. This may include support with business valuation, buyer-seller negotiations and staff training.

from our blogRead about Ownership Transitions

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