According to the Exit Planning Institute, 75% of business owners regret selling their business within just one year.

This is called “Fat Wallet, Broken Heart”.

As Executive Transition Advisors, we create confidential and compassionate spaces for business owners to express and address what is keeping them up at night, clarify wants, needs, and concerns related to the exit process, and help them develop personal readiness to grow or exit their business whenever they choose to do so.

Succession Planning is an adaptive and technical challenge. To be successful, leaders must cultivate a mindset that values both tradition and innovation and implement a system that prepares the organization for its future.

We help individuals, teams, and organizations:

• Create visions and plans for individual and collective legacy.

• Identify and develop emerging leaders.

• Design and implement a succession system.

• Reduce anxiety about the future.

An organization’s culture is the taken-for-granted assumptions about what is and is not possible, permissible, and discussable.

When an individual, team, or organization feels “stuck”, they are experiencing the “gap” between “what is said and what is done.”

We help clients identify and close that gap by helping:

• Discover the hidden processes that determine how their organization makes (or does not make) decisions.

• Develop deep understanding and connectedness.

• Learn how Boundaries, Authority, Role, and Task (BART) shape organizational their life.

• Reduce levels of anxiety and fear.