Overview
You've built and scaled your business. Now you're at a transition point - considering exit, planning succession, thinking about new ownership, or contemplating a strategic pivot. This transition deserves careful planning to secure your legacy and achieve your goals.
Our SUCCESS framework helps you transition your business thoughtfully, whether that means exit, succession, reinvestment, or transformation. Seven components that ensure you unlock value, maintain continuity, and achieve the outcomes you want from your transition.
Strategy
Current Issue: You have transition options, but you're not clear on which path makes the most sense for your situation, goals, and future.
What You Get: A comprehensive transition strategy that evaluates all your options, sets clear goals and timelines, and determines the strategic path that best serves your objectives. You'll know exactly which direction to take.
Unlock
Current Issue: You've built value in your business, but you're not entirely sure what it's worth or how to maximise it before transition.
What You Get: A clear understanding of your business value, identification of value drivers, and a plan to maximise the worth you can unlock. You'll realise the full potential of what you've built.
Continuity
Current Issue: You want your business to continue successfully after transition, but you haven't developed a plan to preserve operations, culture, customers, and team stability.
What You Get: A comprehensive continuity plan that ensures operations, culture, customers, and team all continue successfully after your transition. You'll protect what you've built.
Conversion
What You Get: Structured deal and transaction plans that convert your business value into your desired outcomes. Your transition will achieve what you want it to achieve.
Evolution / Evaluation
Current Issue: Your business needs to evolve for its next phase, but you haven't developed transformation plans or evolution roadmaps to guide that transition.
What You Get: Evolution roadmaps and transformation plans that prepare your business for success in its next phase, whether that's new ownership, strategic pivots, or new ventures.
Strategic Selection
Current Issue: Your transition strategy has determined your path, but you need to select the right components to address your transition-specific needs.
What You Get: Strategic selection of components tailored to your transition goals - whether that's security and settlement, stewardship and sustainability, or other combinations that serve your specific path.
Strategic Implementation
Current Issue: You have a transition strategy, but you need to understand how to implement it effectively for your chosen path - exit, succession, reinvestment, pivot, or new ownership.
What You Get: Implementation guidance specific to your strategic option, with the right focus, priorities, and approach to ensure your transition is executed effectively and achieves your outcomes.
Ready to secure your legacy?
SUCCESS isn't just about transitioning - it's about doing it thoughtfully to unlock value, maintain continuity, and achieve the outcomes you want. Whether you're exiting, passing to the next generation, or pivoting strategically, SUCCESS ensures you do it right.
Let's Connect
Get in touch, and we can discuss how we will help you secure your legacy.