Statistics on the success rate of family business successions are shocking. Why is that?

Studies tell us that 85 % of failed transitions happen because of poor communication, mistrust, and a lack of planning. That can be avoided.

Further statistics tell us that nearly 2/3rds of business owners are not familiar with all of their transition options. Ouch. Profoundly, 75% regret selling the business a year later. That’s sad.

Where do you start when it comes to succession planning and how can you tell if the next generation is ready and worthy? Are you thinking about retirement or what’s next?

Our logic

Our Services

Transition Planning - best practice approach

Our holistic approach explores the key elements for a successful transition. A collaborative team of experts is introduced a the right time in the process enabling the best education and outcome.

Personal.

What’s next? Together, we define a sound plan for a purposeful and fulfilled life post-transition that keeps you and your family’s needs at the core.

Financial.

How much do I need? Know exactly where you stand financially along with the likelihood of meeting your goals and adopt the right approach to protect your business’ value.

Business.

How much will my business contribute? Know with certainty whether your business is likely to help you meet your post-transition needs so that you could take the right steps now to maximize the value that you are able to extract when you transition.

Programs & Workshops

Live with Purpose Workshop

Your personal transition plan

• On-line

• One-on-one sessions with a qualified Transition Advisor

decide program

For business owners. Your business Succession Plan.

• On-line

• One-on-one coaching by a qualified Transition Advisor

Introductory Program

What’s next for your business?

• On-line

• One-on-one coaching by a qualified Transition Advisor