SCALE. TRANSFORM. EXIT.
DELIVERING BUSINESS TRANSITION SUCCESS FOR OWNERS & THEIR ADVISORS



Is a successful business transition important for you or those you advise?

Our PhD based expertise in the psychology of successful entrepreneurs is coupled with extensive experience working with mid-market business owners. We partner with the owner to help him or her build a custom transition solution using our M3 Framework.

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Upcoming Webinar: Beating the Transition Odds - New PhD research into psychology of #BusinessOwner transitions #wam #familybusiness #entrepreneur https://t.co/4EjTtEC4r9

New research - beating business sale/scale/succession odds - by understanding owner psychology. Summary article available here: https://t.co/K9cClS2V0g #entrepreneur #WealthManagement #CPA #BusinessStrategy

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