Trusted Advisors & Succession Strategists
Ready to transition?
You’ve worked hard to build your business.
Now you’re looking to exit.
THIS IS NOT ABOUT YOU
Your business delivers value and its legacy is important to you. Your customers know, love and trust your business. They need it. But how can it live on beyond you?
THINGS ARE NOT PERFECT
And that’s ok! Every single business we have worked with – including our own – needs a little maintenance under the hood from time to time and developing a succession strategy can help you keep the business motor running smoothly.
YOU CARE ABOUT YOUR EMPLOYEES
How will your employees be impacted by the sale of your business and how can you prepare them – and yourself – for the transition?

Jennifer quickly establishes that she is ready to listen to the ‘whole you’ – not just the specific business problem you might have come to her with.
She has broad experience in leading successful small businesses – and she’s inspired me to enjoy the highs and to work through the lows of my own small business. Many thanks!
jennie coleman – ceo, Equifruit
SELLING OPTIONS
When you understand your options, you can make informed and effective decisions
EXIT WITH INTENT
Gain clarity around your exit goals
FINANCIAL FRAMEWORK
Developing a solid financial framework allows you to see the end game
EMBRACE CHANGE
A change management plan can help support the transition and your employees
MITIGATE RISK
Guiding you through the legal, tax and risks involved in the process
You know you need support to sell your business.
This is it.
You want all your hard work to mean something. Your business is meaningful to a lot of people and it deserves to have a future without you.
It won’t happen overnight and it won’t happen without commitment and an open mind, you know this. But you don’t know what you don’t know and, when it comes to selling a business, there’s a lot to know.
Welcome to progressive consulting and implementation designed to help you sell your business while staying true to your vision. Schedule a consultation and let’s see if we’re a good fit.
Advisory Services
The time, soundboard and support you need to start thinking about transitioning your business.
starting at
$3,000
Transition Audit
Business transition tools and analyses including financial overviews, exit options, legal and tax optimization along with opportunities and risks.
starting at
$6,500
Transition Implementation
Implementation options and investment are based on our Transition Audit findings.
Time and needs will vary.
TBC