Are you ready to hand over the day to day of your business to your kids or someone else?


Do you think they are ready?

Do they have the underlying skills?


What about your legacy? Do they clearly understand your assumptions about life as well as the traits, customs and patterns of behavior that you expect?

These are fundamental issues and can be tough if not impossible to navigate without a clear process and guide.


We can help. 


10-15 minute online confidential employee survey

We assess your organization & team through our confidential online surveys with a particular emphasis on what happens when you're not running the day to day.

Visual Thinking

2x 2 hour meetings

Then we visually define who you are, where you're going and how you're different both as a company and as an indivdual.

Time & Money

Where do your employees spend their time and what do they accomplish with that time

Then we review your historical financials with an emphasis on deteriming what your staff spent their time on and how much that time cost you. We use that information to develop key metrics you and your team can use in your transition.


What are your competitors doing and are you different/better than them

From there we do a deep dive into your industry with a particular focus on if you're different from your top competitors and how to stay that way. 


What are 5 to 7 key things you need in place to grow

Then we develop a detailed plan that is implemtented into our proprietary strategic planning software where you can manage the long-term priorities while turning the day to day over to someone else. 

Your total time commitment: 10-20 meetings of generally 1-2 hours over three to six months. 


What you get: Three key documents we call our Business Ownership Plan



Once our planning process is complete, you tell us how involved you want to be and we'll do the rest through our Profit Sharing Partnerships and Business Owner Platform to create Organizational Alpha for you. If you transition includes selling your company, we'll make you an Offer.


Our Profit Sharing Partnerships are based on you - creating the time, money and control you deserve. 


1776 Park Ave. #4-175

Park City, Utah 84060

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