A simple 3-step process to transition your business while keeping relationships strong and your legacy intact
How to get everyone on the same page about what success looks like (before conflicts start)
How to navigate tough conversations and decisions with structure and support
WHO'S IT FOR?
This is for business owners who are:
2-5+ years out from planning their next chapter (or not even sure what comes next)
Wondering how to make the business less dependent on them
Thinking about preparing a successor or exploring what's next
Ready to make decisions with clarity and confidence—without regret or guesswork
Elizabeth has spent 30+ years helping family and privately held businesses navigate successful transitions. With her relationship-first approach, she’s achieved a 100% success rate guiding owners through the emotional, leadership, and legacy challenges that most advisors overlook.
Andrea brings both professional expertise and successor experience to The Transition Strategists. Currently working alongside Elizabeth to lead their own leadership transition, Andrea offers a fresh, next-generation perspective on what it takes to prepare successors—and preserve relationships.
Together, Elizabeth and Andrea bring a powerful balance of wisdom and fresh perspective to transition planning—showing you how to align leadership, legacy, and relationships for lasting success.
Download the 3-Step Guide for Free