Comprehensive Transition Planning is a process that details the plans to transition ALL aspects of the business.
These areas, such as banking relationships, vendor/client relationships, lease agreements, etc. are often
very much overlooked in the efforts to focus solely on the transaction of the shares. Additionally, we seek to assess the
new ownership/leadership team to help ensure any key training needs are fulfilled to prepare them for their new roles in the
Blevins Financial brings a strong history of successfully leading this Transition Planning.
Our success is built, in part, on our experience of having held executive leadership positions in each
of the critical business areas - allowing us to better identify the key problem areas.
Our role in this process is to lead the strategy development, implementation and ultimately management
through the entire process. This is often done in concert with bringing in various experts and integrating them seamlessly
into the advisory team.
Contact Us to discuss how Comprehensive Transition Planning can impact your personal succession plan.