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Business Transition Planning and Readiness Program

What does it mean to be transition ready? Does the thought of your future business transition planning transition give you a feeling of uneasiness? If so, you are not alone.

Did you know that it takes at least 5 years to prepare an owner and a business for a future exit? This is regardless of whether the sale will be internal or external.


In the "Business Transition Readiness" program, you'll find the answers to these questions and many more in this outstanding workshop for business owners. "Business Transition Readiness" will help you unpack the complexities of exit and business transition planning, dispelling the fear you may have of the unknowns. You will finish this short program knowing what you need to do to prepare yourself and your business and protect the nest egg you've worked so hard to build.

About the Business Transition Readiness Program 

Online Program through Zoom

Join the program from the comfort of your home or workspace

Meet Biweekly for 4 Sessions

90 minute sessions filled with information and collaboration

Interactive Workshop

Each session includes a Q&A, plus tools and materials to give you guidance

Topics Include:

  • Session One: It Takes Awhile: The Process and Timeline of Exit and Business Transition Planning

  • Session Two: Who and What is at Risk? The 5 D's and How to Prevent a Business Transition Disaster

  • Session Three: Focus on Business and Owner Readiness: What Should Happen First?

  • Session Four: Overview of Internal and External Options

Upcoming Program Dates

Each program includes 4 sessions

Fall Program

Fridays, 9:00-10:30 AM CST

  • September 25th, 2020

  • October 2nd, 2020

  • October 9th, 2020

  • October 16th, 2020

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