The 3-step system that protects both your legacy and your family bonds
August 12 - 10:00am MT
September 10 - 11:00am MT
October 15 - 11:30am MT
You've spent decades building something valuable. But here's what most owners don't realize until it's too late:
The biggest threat to your transition isn't the numbers—it's the people.
When family business transitions fail, it's rarely because of bad financials or poor legal planning. It's because:
Important conversations never happen (or happen too late)
Family members feel blindsided or left out
Assumptions create resentment and confusion
The "business side" gets prioritized over relationships
The result? Thanksgiving dinners become tense. Siblings stop talking. Your life's work becomes a source of family division instead of pride.
Imagine stepping away from your business knowing that:
✅ Every family member feels valued and heard
✅ Your successor is confident and prepared (not resentful or overwhelmed)
✅ Business relationships remain strong under new leadership
✅ Holiday gatherings are celebrations, not awkward encounters
✅ Your legacy brings the family together instead of tearing it apart
This isn't wishful thinking. It's exactly what happens when you plan your transition with relationships at the center.
The "First Conversation" Framework
How to bring up your future plans without creating panic, resentment, or family tension. (Most owners either avoid this conversation entirely or handle it so poorly it backfires.)
The 3-Timeline Method
Why successful transitions happen in phases, not in one dramatic "I'm out, you're in" moment. We'll show you how to map out leadership changes, ownership transfers, and your Next Adventure™ so everyone knows what to expect.
Why successful transitions happen in phases, not in one dramatic "I'm out, you're in" moment. We'll show you how to map out leadership changes, ownership transfers, and your Next Adventure™ so everyone knows what to expect.
The Conflict Prevention System
30+ years guiding family businesses through transition with a 100% success rate (when clients complete the process). Known for her relationship-first methodology.
Next-gen leader currently in transition herself. Offers a fresh, relatable perspective on what successors really need—and what most advisors overlook.
Together, Elizabeth and Andrea bring both sides of the transition to life: what it means to let go and what it takes to step up.
"A True Roadmap for Complex Conversations"
We kept our relationships intact while having conversations that used to feel impossible.
"From Isolation to Guidance"
I now feel less alone. This gave me the clarity and confidence I needed.
"Beyond Just Selling Your Business"
It’s not just about selling—it’s about designing the future you want.
You've built something valuable. Your transition should honor that—and honor the people who helped you build it.
Whether you're thinking 2 years out or 10, the conversations you start today shape how your journey ends.
This workshop is your next right step toward a transition that:
Preserves your most important relationships
Prepares your successor for success
Protects the business you've worked so hard to build
Creates a Next Adventure™ you're genuinely excited about
Let's make sure your future is built on more than paperwork.
Let's build it on trust, clarity, and the relationships that matter most.
Absolutely. The best transitions start years before any ownership changes hands. This workshop helps you lay the groundwork for a smooth transition while actually improving your current business relationships.
Legal and financial planning are essential—but they're only part of the picture. Our approach focuses on the people side of transition, which is what most often causes well-planned transitions to fail.
Most succession planning focuses on transaction mechanics. Our relationship-first approach addresses the emotional and relational aspects that determine whether your transition actually succeeds—resulting in our 100% success rate.
Yes. Many owners fear that transition planning will create family conflict. Our approach is specifically designed to strengthen relationships through the process, with proven methods for navigating sensitive conversations.
Absolutely. You'll walk away with a clear framework and specific next steps. Many participants experience immediate relief just from gaining clarity about their path forward.
August 12 - 10:00am MT
September 10 - 11:00am MT
October 15 - 11:30am MT