The future of your company relies on
your successor’s leadership and judgment.

Our Pre-Transition Services and New Owner Coaching
help your business transition plans succeed.

Our Pre-Transition Services makes your decision whether to sell to an insider or outside buyer easier.  We can assess, develop and even recruit your potential successor.

Our New Owner Coaching Program helps business transitions succeed.  New Owners become more effective, make better decisions, and develop smarter strategies.

Revenues grow.  Profits grow.  And you get paid.

Our Latest Insights         


Why Business Owners Procrastinate (and How to Get Them to Act!)

As I network around the country, I frequently hear advisors talk about business owners who procrastinate about taking action on their transition plans.  Clearly, the […]


The 5 Most Common Successor Development Mistakes

Most business owners know that a well-groomed successor should have at a working knowledge of operations, sales and marketing, customer service, administration, and finance. But […]

Selling Your Business

Planning on Selling Your Business? Think Again…

Everyone’s heard about how Baby Boomer business owners will be retiring and the wave of business successions/exits that will occur as a result of those […]

Four Stages of Development

The Four Stages of Successor Development

In order for a successor to successfully take ownership of a company and lead it into the future, he or she must transition through four […]

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Eliciting Excellence
Portland, OR