Mar 25, 2023
In this blog, we touch on some of the common pain points owners face when working with an advisor. Then we propose a solution that can help solve these pain points.
Jan 22, 2023
Jan 10, 2023
Learn more about the unique interplay of family systems, transgenerational trauma,
organizational culture, and decision-making.
Jan 3, 2023
Take a deeper look into Dr. Taylor’s PhD research that built our effective approach to transition consulting. Read her full dissertation.
Dec 20, 2022
Learn more about the human side of business transitions in our white paper, The Psychology of Transitions – Moving Owners to Action.
Dec 1, 2022
This article describes academic understanding gained through the quantitative dissertation research of Allie Taylor, PhD about an owner’s psychological inclinations towards transition in a format that is impactful for owners and their advisors.