WHO WE HELP
Our Client’s Thoughts
CARE TO KNOW PLANNING
TRADITIONAL EXIT PLANNING
ADVANCED TRANSITION PLANNING – THE PROCESS
I. The Anatomy of Choice
II. Review and Enhancement Design
III. Enhancement Initiatives
IV. The Decision
THE FIVE TRANSITION GOALS
FAMILY OF COMPANIES
RESOURCES
GETTING STARTED
OUR EVOLUTION
PUBLICATIONS
EDUCATION AND RESOURCES
Virtual Business Owners Interviews
Certified Founders Group Associate Program
Forms of Valuations
Stages of Business
BUSINESS SUCCESSION FILTER
CONTACT
WHO WE ARE
PARTNERS
Joe Strazzeri
Melisa Silverman
Shelley Lightfoot
Jeffrey Kates
Steve Mancini
CERITIFIED FOUNDERS GROUP ASSOCIATES (CFGA)
BUSINESS SUCCESSION FILTER
Our Business Succession Filter is temporarily unavailable but will be live very soon!
(if you would like a conversation with our team in the meantime, please email
Ela@SCInstitute.org
)