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    • Home
    • Certification Program
    • About Us
    • Contact Us
    • Wisdom-Based Growth
    • Wise Business Transition
    • Change
    • Exit Planning
    • Testimonials
  • Home
  • Certification Program
  • About Us
  • Contact Us
  • Wisdom-Based Growth
  • Wise Business Transition
  • Change
  • Exit Planning
  • Testimonials

Wisdom-Based Business Succession Program

10 Ways the Wisdom-Based Succession Program Helps Owners:

1. Appreciate and understand the complexity of a successful Business Transition Process—without causing them to feel intellectually overwhelmed by all the issues and decisions involved.


 2. Recognize and work through the emotional issues related to:


— Letting go of their companies

— Allowing their companies to change

— Passing their companies on to a new owners

3.  Envision, and feel comfortable about the idea of their companies continuing successfully even when they personally are no longer there to make it happen 

 4.  Separate themselves from their companies—both emotionally and functionally.

 5.  Be aware of and think about criteria for making their company ready for transition to a new owner.

6. Know what to expect—so they understand why a successful Business Transition Process takes time, and why it requires several different types of planning.

7. Become mentally and emotionally prepared to stay with the Transition Process for the duration, so they will bring it to successful completion over the long haul.

 8.  Understand that the first step in planning is for them to establish:


—  their Personal goals (for themselves and their families)

—  And the goals for their companies that they want to achieve through the Business Transition Process.

9.  Think about criteria for choosing the best new owner for their companies.

  

10. Be able to work effectively with a collaborative team of Transition Advisors;

  

Program Consists of The Following Sessions

SESSION ONE

SESSION ONE

SESSION ONE

SESSION TWO

SESSION ONE

SESSION ONE

  1.  Introduction
  2. Transforming your Business Transition-related Fears
  3. Your Behavioral Style
  4. More Transition Thinking about your future
  5. Creating a successful Business Transition: Process Goals and Outcome Goals
  6. Creating your Transition Outcome Goals (Personal, Business and Financial)

SESSION THREE

SESSION THREE

SESSION THREE

  1.  Introduction
  2. Can your company run successfully without you?
  3. Envisioning your ideal New Owner
  4. Your Options for finding the best New Owner
  5. Why increase your company’s value?
  6. Preparing your company for the Business Transition Process
  7. Process Goals for a successful Business Transition

SESSION FOUR

SESSION THREE

SESSION THREE

  1. Introduction
  2. Where are you now in the Business Transition Process?
  3. Creating your Business Transition Strategic Plan
  4. Where are you now in creating/implementing your Strategic Plan?
  5. Types of Advisors who can help you
  6. How to find the Advisors you need
  7. Getting ready to create your Business Transition Strategic Plan
  8. Your next steps: The “Certificate of Completion”

  

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