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Strategic Transition Advisors

We Can Help When… you need growth investment, you are ready to retire, or just make a change…

What is a “transition?"

At TR we recognize that every business moves through the business lifecycle at a different pace and every business owner has their own end goals and objectives. However, every business eventually makes a transition of ownership - parent passes a business on to their child, an owner sells their company, an owner partners with someone to take over the day-to-day operations - these are all TRANSITIONS. At TR, we help navigate your options, plan for the unforeseen events that occur during this tumultuous and emotional change and prepare both you - the business owner - and the new management team to be successful so that your business lives on.

  • Parent passes a business on to their child
  • An Owner sells their company
  • An Owner partners with someone to take over the day-to-day operations

These are all TRANSITIONS. At TR, we help you navigate your options, plan for the unforeseen events that occur during this tumultuous and emotional change and prepare both you - the business owner - and the new management team to be successful so that your business lives on.

TRANSITION ADVISORY SERVICES

FOR SMALL, MID-SIZED AND EMERGING BUSINESSES

There is no one-size-fits-all solution. We provide advice to our partners that are as unique as they are. Thus, our processes change from project to project, but our commitment to excellence doesn’t change.

Assessment & Evaluation

  • Review and assess the core value proposition of your business

  • Identify and articulate the key growth drivers for your business

  • Detect your business opportunities and challenges

  • Determine next steps

Planning & Preparation

  • Assist the client in preparing a strategic roadmap
  • Interview, Assess and Prepare Senior Leadership
  • Collaborate to ensure Management can implement the roadmap

Due Diligence

  • Reviewing and advising management on possibilities
  • Coach Management to assist the evaluation of partnerships
  • Managing and fielding requests for additional information
  • Providing constant support to your management team

END OF THE ROAD

  • Advise Management on key “watch outs”
  • Discuss with and Prepare Management for all outcomes