We Help Owners Get Paid.

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

Our Successor Development and New Owner Coaching
programs help business transitions succeed.



A well-prepared successor is critical to a successful transition.  Your employees and their families depend on it.  Your customers depend on it.  And your retirement plans depend on it.
Our Successor Development Program is the perfect solution for preparing a successor to lead a company. 


Finding the right successor can be the key to your company’s future.  Let us help you find the perfect person.


As a new owner, it’s essential to have a sounding board and get outside perspective.  That’s what our coaching provides.

Our Latest Insights         

Contingency Planning

Successions: Is Contingency Planning Enough?

We all know the scenario:  An owner wants to retire, has someone in mind to be their successor, and needs a professional to structure the […]

3 Common Mistakes

3 Common Mistakes a New Owner Needs to Avoid

Taking over the ownership of a company is an exciting event. It’s a time filled with hope and dreams, opportunity and vision, fear and insecurity, […]

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 […]

Successor Development

Why Effectively Developing Your Own Successor is Nearly Impossible

More and more business owners are finding that selling their company to an outsider is becoming increasingly difficult.  As a result, they’re realizing that selling […]

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 […]

Eliciting Excellence

Eliciting Excellence

Portland, OR
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