The Transition Strategists

Meet Marcy McNeal! Marcy knows that successful business transitions don't happen by chance. They require thoughtful planning, structured governance, and most importantly - someone who truly understands both the emotional and practical sides of the journey. For the past two and a half years, she's been walking alongside family businesses, helping them have those crucial conversations that protect what matters most - their relationships, legacy, and the future of their business. Her own experience with a failed transition taught her just how valuable the right guidance can be at the right time. Just like hiking guides who know the safest paths up a mountain, Transition Guides help business owners navigate the complex terrain of succession planning. They bring experience, understanding, and proven tools to make sure you reach your destination with confidence. If you're passionate about helping family businesses thrive through transitions, learn more about becoming a Transition Guide. https://lnkd.in/g_aZe8hg #FamilyBusiness #BusinessTransition #SuccessionPlanning #FamilyGovernance

While every journey is unique, many of the questions, concerns, and hopes we carry are shared. Join us for our second Collective Conversations forum on November 5th at 9 AM MT. It's a space where business owners can speak openly about their transition journeys - the uncertainties, the possibilities, and everything in between. No presentations, no pressure - just authentic dialogue with peers who understand your path. Your story and perspective matter. Let's explore these important conversations together.  Register: https://lnkd.in/g49Rc-3V

Ever wonder what makes some family business transitions succeed while others struggle? The difference often isn't in the numbers or strategies - it's in having the right companion for the journey. 🌟 Let us introduce you to our Transition Guides. They're not your typical advisors - they're former business owners, successors, and executives who've walked this path before. When an owner says "I'm not ready to let go" or "I'm worried about my family relationships," our Guides truly understand because they've been there themselves. We believe magic happens when experience meets empathy. That's why our Guides focus first on understanding who you are and what matters most to you. They know that preserving relationships while achieving business goals isn't just possible - it's essential. Meet our amazing team of Guides as you swipe through. Each brings their own transition story and insights to help light the way for others. Together, they're transforming how families navigate business transitions, one relationship at a time. Because at the end of the day, it's not just about successful transitions - it's about helping people step confidently into their next great adventure while keeping what matters most intact. 

Behind every business transition is a family's story. A legacy built through years of early mornings, late nights, and countless decisions made around kitchen tables. These aren't just business conversations - they're deeply personal ones that touch the heart of who we are and what matters most. In our monthly Collective Conversations, hosted by Elizabeth Ledoux together with our Transition Guides, what unfolds is always remarkable - genuine connections, shared wisdom, and those "ah-ha" moments that remind us we're not alone on this path. Whether you're just beginning to think about transition or deep in the journey, there's a seat at our virtual table for you.  Register at: https://lnkd.in/g53Cafsw #FamilyBusiness #BusinessTransition #Legacy   

Business transition is about give and take and also understanding each other's strengths and weaknesses. -Cody Teets Listen to full episode: https://lnkd.in/gs8AQ4jc

Check out the latest episode of The Business Transition Roadmap Podcast, where Cody Teets joins us for a conversation on Choosing the Right Successor for Your Business with Cody Teets Full episode here: https://lnkd.in/gs8AQ4jc #businesstransitionroadmap #businesssuccession #businesstransition #businesspodcast

What is the first step to take in my business transition? Our upcoming workshop will take you through an overview of the process of shifting from running a business to transitioning it.     What are the indicators? The shifts that will take place? And what's the path forward after all of that?    Learn about this in just 50-minutes by joining us on Thursday October 24th at 1pm MT for our free workshop: "The First Step in Successful Business Transitions." Plus, afterwards we’ll email all attendees the entire workbook answer key.    Don't miss out - register and reserve your slot today: https://lnkd.in/g9tMCCib #BusinessTransition #SuccessionPlanning #EntrepreneurJourney   

It's happening this week! Don't miss our most-requested workshop: The First Step in Successful Family Business Transitions! 🌟 This free session will help you gain clarity and confidence as you begin your transition journey. We'll chat about aligning your family, tackling common hurdles, and setting everyone up for success. It's free, it's fun, and it might just be the first step towards your exciting next chapter!  Register here: https://lnkd.in/gyUeHDzi

Andrea Carpenter is back, feeling refreshed and excited to guide business owners through their transition journeys! 👋 You know that nagging feeling about business transitions? The one that keeps owners up at night, wondering where to even begin? Well, Andrea and Elizabeth have been hard at work creating something to address just that. Next Thursday, The Transition Strategists are hosting a quick 50-minute workshop on "The First Step in a Successful Business Transition." They'll tackle those early hurdles together:  • How do you know when it's time to start?  • What happens when you're torn between running your business and planning its future?  • Where do you go from here? No fluff, no filler - just practical insights to help business owners take that crucial first step with confidence. Because let's face it, sometimes the hardest part is just getting started. Join us and don’t forget to register at https://lnkd.in/g9tMCCib 

Wondering how to start your business transition? You're not alone. Join our free 50-minute workshop and gain clarity on your next steps.  "The First Step in Successful Business Transitions" Oct 24, 1pm MT | Online Learn to:  ▪️ Overcome transition hurdles  ▪️ Align your 'why' with your goals  ▪️ Use The Transition Compass™ Register now: https://lnkd.in/gyUeHDzi #BusinessTransition #SuccessionPlanning