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Transition Planning

What's Your Endgame?

Will you sell your business? Are you planning to turn it over to the next generation in your family? Or maybe you’ll sell it to an employee.

Whatever the case, the better the planning the better the transition. 

With time to plan appropriately, business owners can establish and document procedures, develop assets that enhance business value, determine the appropriate approach to transition and provide the training and processes to ensure a smooth transition. 

This program also considers the unique challenges of transitioning a family-owned business from one generation to the next.


Time frame: Three months

Deliverables: Transition Options Matrix, Transition Prep Plan

Supporting Information: Business Strength Tool, Business Value Drivers

Interested? Let's Chat...


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I confirm that I am choosing to opt-out of the new Roundtables membership, henceforth referred to simply as Roundtables (“Roundtables”).  

I understand that my current membership will not change and will be henceforth referred to as RT Legacy, Roundtables Legacy, or simply Legacy (“Legacy”). I understand that by opting out I will not receive the additional benefits offered to Roundtables membership and will not receive the bonus PSCs.  I acknowledge that if I choose to upgrade at a later date, I will not receive any bonus PSCs above the standard issue.

By clicking below, you opt out and will be locked into the Legacy program for 2021. You will not receive an increase in dues, other than our standard inflationary annual dues increases. You will have the opportunity to opt in for the 2022 membership year. However, there will be no bonus given to future opt in cycles.

Please note that if you cancel your membership, you forfeit access to Legacy membership in the future. You may rejoin only as a Roundtables member.

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