- Fully transfer valuable knowledge
- Preserve experience
- Harmonize transition with succession
- Identify successful successors
- Protect people assets
- Enhance business performance
- Engage employees generationally
The Deliverable … a Transition Roadmap™ — A Transition Roadmap is a visual timeline with milestones including major events, goals, and objectives that need to be accomplished by both the person transitioning and the person who is the successor. It integrates the behavior and interactions of two or more people acting as a map for communication enhancement, accountability and progress tracking.
Let’s talk about your Business Transition
⅓ - About you
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
⅓ - About us
We want you to know about us, our experience, expertise and ability to see the importance of putting people first.
⅓ - How we
might help you
Your time is important and in return for you spending an hour with us, we will give you ideas and constructive thoughts to help you move forward in your journey.
We would like to talk to you today at
no obligation about your Business
Contact us today to schedule
your 3-Thirds Meeting
Once you submit your information you will be redirected to our Schedule Once page where you can book a specific time to talk.
We also have half-hour time slots
available to say hello and answer
any questions you may have.
Ft Collins, CO 80524
Listen as Elizabeth Ledoux,
Owner, and CEO of vNacelle
takes you through the
Transition Roadmap Developer™
and gives you insight into
why it is so successful.
2018 TRD OVERVIEW – 1 of 3
2018 TRD OVERVIEW – 2 of 3
2018 TRD OVERVIEW – 3 of 3
you do in your entire career.
It’s a Risk!
When we look at it as an Adventure,
we can put the Odds In Our Favor …
Then the future looks pretty exciting!
The Transition Roadmap
is a process that integrates strategic business development with transition; allowing owners to create and implement their successful transition starting typically 2 to 5 years before they anticipate transitioning from the business.
It’s a Journey, not an event
Like all great journeys, defining the destination by understanding each owner’s objectives is a crucial first step. Too often advisors fix a 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!