Ownership Transition

Ownership Transition

We help firms develop solid, actionable plans to create smooth transitions.


Ownership transition is a necessary step in the life cycle of your firm. Let us help you evaluate the many options available.

Why Us

We have helped hundreds of firms develop actionable ownership transition plans. Many firms do not put adequate resources towards this critical element of business planning. Retiring and departing owners along with future owners/leaders all benefit greatly from a well-designed map for ownership. We can help keep your business thriving and protect both departing and next-generation owners.

Our consultant team has seen just about every scenario you could imagine and are ready to bring this expertise to your firm. We have worked under impossible deadlines in order to help our clients get the analysis they need to make big decisions.

How we help

Doer-Recruiter Training to empower your technical staff to recruit and retain employees
Annual review process development and execution
Personal development plans for employees

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