Book a conversation with a transition strategist. We will tell you honestly where you are in your transition journey, and what comes next.
This is a 30-minute conversation. You tell us where you are in your thinking. We tell you honestly what we see.
By the end of the call, you will know one of three things.
You are ready for the work that comes before the buy-sell, and we are a fit to do it together.
You are close, but there is one specific thing that has to happen first before this kind of work makes sense for you.
You are not in the right place for this work right now, and here is what we would do in your position.
That last answer is the one most consultants will not give you. We give it because it saves you money and saves us time. The owners we work with come to us when they are ready, not when they are convinced.
This is not a pitch call. It is not a free strategy session. It is a conversation about whether the next step is working with us, working with someone else, or waiting six months.
A buy-sell agreement answers two questions. How the transition happens, and how much it costs.
There are four other questions a buy-sell cannot answer for you.
Why you are transitioning. What you are actually transferring. Who is the right person to receive it. When the timing protects everyone involved.
When the document gets drafted before those four are answered, owners end up with a transition that is technically valid and personally wrong. The successor is named but not ready. The timing is set but not honest. The price is calculated but not aligned with the life the owner actually wants next.
The work that comes before the buy-sell is not legal work. It is the work of the owner. This call is where that work starts.
Owners of family-owned and privately held businesses, typically $5M or more in revenue, who are within ten years of stepping back from the company they built. You may be considering a transfer to a child, a key employee, a partner, or a third party. You may have a buy-sell already in place that you suspect needs revisiting. You may be earlier than that and just beginning to picture what life looks like on the other side of ownership.
This call is not the right fit if you are actively in market with a broker, or if you have no interest in a transition for the next decade or more.
Micah leads these conversations. She knows our framework cold and will tell you honestly where you stand.
Elizabeth Ledoux spent thirty years guiding owners through transition before she put the entire framework into It's A Journey: The MUST-HAVE Roadmap to Successful Succession Planning. The second edition releases later this year.
Book your call, and we will send the current edition with your confirmation. Free, yours to keep, no further commitment.
Absolutely. In fact, the earlier you start, the better. Most successful transitions unfold over 3-7 years (or longer). This workshop helps you understand where you are, what needs to happen, and how to build a roadmap that works for your timeline—not someone else's.
Your advisors are essential for the technical side. This workshop addresses what they typically don't: preparing your successor, aligning your family, keeping your team intact, and having the conversations that most owners avoid until it's too late. Think of this as the missing piece that makes everything else work.
That's exactly why you should attend. We'll show you how to build a development roadmap for your successor so they're actually prepared when the time comes. Most owners either wait too long or hand things over too soon. There's a better way.
This is one of the biggest challenges business owners face—and one we address directly. We'll show you how to honor all your children while protecting the business and avoiding the "entitlement trap" that destroys so many transitions.
Yes. We'll show you how to move forward even when there's existing conflict, and how to prevent the common mistakes that create unnecessary tension. You don't have to have everything figured out or everyone agreeing before you begin.
This workshop gives you the framework and tools to start. You'll walk away with clarity on what you know, what you don't know yet, and your next steps—including how to introduce these ideas to your family and successor without creating panic or resistance. Many attendees say it's the conversation that finally gets them unstuck.
That's a critical question—and avoiding it doesn't make it go away. We'll give you tools to have that conversation in a way that's honest and productive, not guilt-driven or confrontational. Sometimes the answer is "yes, but not yet." Sometimes it's "actually, no." Either way, you need to know.
While our expertise is in family business transitions, the framework applies if you're transitioning to a key employee, a management team, or even preparing for an outside sale. The people side matters regardless of who's taking over.