For the successful low-to-mid market business owner, life is complex. Money, family, business, employees, wealth, personal health, values – they are interwoven.
To be effective, a transition solution (be it scale, sale, or succession) must meet the long-term goals of the owner while remaining flexible to meet the immediate needs of the business.
Our M3 transition framework for business owners is built around three core components:
My Business + My Money + My Self = Transition Success