This Business Transitions process worksheet can be used by trusted advisors and their clients to track the progress of the transitions.

A five-step process based on Platinum Group’s experiences with owners going through transition, including understanding generational differences and impacts.

Learn about the Transition Readiness Self-Evaluation process

Companies can look for growth opportunities by focusing on their core strengths and finding ways to dominate the space in which they currently hold. Many times, this begins by improving current operations. For example: ✓ Consider changes within the supply chain. Simplify the purchasing activity. Strategic partnerships with fewer suppliers can lower costs through higher volume purchases. Find ways to use more common parts between […]