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Business Transition

Readiness Program

What does it mean to be transition ready? Does the thought of your future business 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 their 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

Sessions on your Own Schedule

View pre-recorded sessions and take the course at your own pace

Interactive Availability

Connect with Julie at your desire, and work through the included tools and materials to give you extra 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

Our online, self paced course coming Q4 2021. Join the Waitlist

Be the first to know when the Business Transition Readiness Program goes live. Email Julie with your name and contact information, and you’ll be added to the list.