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What's in a 
3Thirds Meeting

 

⅓ - About you (client) 

What you hope, dream, and expect for the future of your company what are your frustrations; what are the problems that you may not even know.

⅓ - About us (vNacelle)

We want you to know about us, our experience, expertise and ability to see the importance of putting people first. 

⅓ - How we can work together

Your time is important and in return for you spending an hour with us, we want to create a proposal that outlines your Transition Roadmap Developer Journey and shows how we will help you with your Business Transition. 

Business Transitions

It’s a Journey, not an event

For business owners the inevitable transition to new ownership is daunting. Do we gift/sell it to our kids, key employees, a third party? We understand the transition process and have helped dozens of companies successfully transition. Done properly, it is a journey and not an event. 

Like all great journeys, defining the destination by understanding each owner’s objectives is a crucial first step. Too often advisors solution first for tax or legal strategies without understanding the objectives and considering all the options in light of those objectives.

Successful transfers with happy partners and families and thriving businesses are the result of an intentional process to develop a roadmap for the transition journey, that’s what we do!