You've Built a Valuable Business.
But Are You Personally Ready to Transition It?
A clarity framework for founder-led business owners within 1-5 years of a potential transition.
You've built a successful business — but success doesn't automatically mean readiness.
This framework is designed to help founders reflect on how prepared they are — personally, financially, and structurally — before decisions are forced.
Educational. Confidential. No pressure or timing decisions required.
Who this is for / not for
This is for founders who:
- Have built a meaningful, profitable business
- Are within ~2–5 years of a potential transition
- Feel uncertain about readiness, timing, or options
- Want clarity before making irreversible decisions
- Value strategic thinking over reactive moves
This is not for:
- Owners looking for a quick valuation
- People shopping advisors or products
- Those seeking tactics without strategy
- Anyone unwilling to think beyond the next 12 months
Most founders don’t struggle because they’re unsuccessful.
They struggle because no one helps them slow down and think clearly before pressure shows up — an unsolicited offer, a tax surprise, burnout, or a life event.
Uncertainty at this stage is normal.
What matters is whether you gain clarity before urgency dictates decisions.
The 5 Areas That Shape Transition Outcomes
This framework helps surface gaps and blind spots across five critical areas that shape how — and when — a transition actually works.
Personal Clarity Beyond the Business
Financial Independence & Flexibility
Founder Dependence Risk
Optionality Around Timing & Structure
Advisor Coordination & Sequencing
You don’t need all the answers.
You do need to know where the gaps are.
Educational. Confidential. No pressure or timing decisions required.
This framework is designed to help founders:
Understand where they’re prepared — and where they’re exposed
Identify gaps between business success and personal readiness
Clarify tradeoffs around timing, control, and flexibility
Think more clearly about next steps without committing to action
No scoring. No projections. No pressure.
What This Conversation Is - and Isn't:
This is:
A structured, planning-oriented discussion
A space to think clearly without pressure
Designed for reflection, not commitment
What it is not:
A sales meeting
A valuation
A transaction discussion
Many founders use this conversation simply to validate their thinking.
Schedule a Founder Transition Readiness Conversation