The Transition Process


Explore the Compatibility

Learn about employee ownership and whether or not it meets the goals of the current owner.


Assess the Feasibility

Run the numbers to understand what kind of transaction will work.

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Craft the Plan

Create a transition plan, secure financing, and draft documents.


Finalize the Deal

Sign documents, draw the loans, and transfer ownership.


Create the Culture

Implement open book management to create a culture of ownership and ensure the success of the transition.