Maximizer for Acquisition & Transition Success™

Schedule a Strategy Session


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Here's your potential:

In this signature ClientWise program, you will:
  • Work jointly with all parties of the transaction to  facilitate a more successful transition
  • Adequately address the purpose and impact of the transition
  • Anticipate the relational, leadership, and operational adjustments that will be required
  • Work to keep all parties on track for a complete transition while also setting up for success post-transition
This program is for:
  • Business owners who have already determined they are ready to sell, transition, or acquire
Expect to:
  • Dedicate 6-16 weeks to the program
  • Independently complete prep work and participate in relevant coaching sessions