Why Owner Transitions

Our individual team members become your dedicated, confidential advisors and partners as you plan, prepare for, and fulfill your vision for the next chapter of your life’s journey.

We are owner-oriented. The Owner Transitions’ team distinguishes itself with its focus on the owner ― not solely the financial transaction. We support the owner throughout the entire process of developing a plan and then carrying it out.

We are patient. Strategic sales take longer than a financial transaction or asset sale to prepare for and accomplish. They also commonly yield 2-10 times the value.

We are skilled. We help you handle the human issues which can make or break the transition: family, partners, and employees.

We are collaborative. We coordinate with all your trusted advisors to ensure a seamless result.

Did you know?

According to The Family Firm Institute, only about 30% of family businesses survive into the second generation, 12% are still viable into the third generation, and only about 3% of all family businesses operate into the fourth generation or beyond. The ability to get the best value for a business is not a straightforward algorithm and requires the ability to perceive the company from multiple viewpoints.