Growth & Transition Planning
Whether you're building for generations or preparing for transition, we help skilled trades professionals create valuable businesses on their own terms.
Every Business Faces Transition
Whether passing to the next generation, bringing in new family through marriage, or exploring strategic sale options—the question isn't if, but when and how. Smart business owners plan their transition years in advance, building value regardless of the path they choose.
70%
Of family businesses fail to transition to the second generation
2-3x
Value difference between prepared and unprepared businesses
5+ Years
Optimal planning horizon for successful transitions
Build Value on Your Timeline
Build Real Value
Create operational excellence that drives profitability today and maintains value tomorrow
Create Options
Strong businesses have choices. Build flexibility for whatever future you envision
Reduce Risk
Systems and processes that make your business resilient and transferable
Maximize Potential
Whether your timeline is 2 years or 20, capture the full value of what you've built
Six Value Drivers That Matter Most
These fundamentals drive value creation for any business, regardless of ownership plans
Recurring Revenue
Membership agreements create predictable cash flow and increase business valuation
Management Systems
Strong leadership and documented processes reduce owner dependence
Customer Diversification
Broad customer base creates stability and reduces business risk
Operational Excellence
Efficient operations drive profitability and demonstrate scalability
Financial Clarity
Clean books and clear metrics enable confident decision-making
Growth Strategy
Clear path forward shows potential and creates excitement about the future
Your Timeline, Your Terms
Whether you're planning a transition in 2 years or 20, the fundamentals remain the same: build value through operational excellence.
Foundation Building
Start NowDocument processes, build management depth, clean up operations
Value Enhancement
12-24 MonthsImplement systems, optimize performance, demonstrate growth
Transition Readiness
6-12 Months BeforeFine-tune operations, prepare documentation, maximize value drivers
Execute Transition
When ReadyNavigate your chosen path with confidence and clear options
How We Guide Your Journey
1. Clarify Your Vision
We start with honest conversations about your goals, timeline, and what matters most. No judgment, just clarity about your desired future.
2. Assess Current Value
Understand where you stand today—operationally, financially, and strategically. We identify gaps between current state and your goals.
3. Build Your Roadmap
Create a specific plan to maximize value on your timeline. Every initiative tied to your ultimate goal, whether legacy or liquidity.
4. Execute Together
We work alongside you to implement changes, build value, and prepare for your chosen transition. Your vision, our expertise.
Experience Matters
Our founder built a $7.2M plumbing business and navigated a successful transition. We understand the complexity of building value while managing daily operations and planning for the future.
We bring both the technical expertise and practical experience to help you build maximum value on your timeline.
Your Future Deserves a Plan
Strong businesses have options. Let's build a plan that creates value and preserves your flexibility for the future.