Our Services

If you’re planning a business transition and want to ensure your company’s long-term success, you’ve come to the right place. Transition Point Business Advisors helps closely held and family businesses transition to their next chapter-seamlessly, harmoniously, with enhanced performance and an improved outlook for the future.

Our services fall into 6 main areas:

Business Continuity and Succession Planning (BCSP)

BCSP can protect and enhance your future while ensuring harmony among family members and employees.

What is BCSP? Why BCSP is Needed?

The DIRTT Project

The DIRTT Project is a comprehensive program on succession planning that outlines the complete process of transitioning your family farm, family business or operation to the next generation. This program contains 5 courses and 32 video presentations by Rena Striegel, a complete workbook with 21 tool worksheets and accompanying handouts to help you and walk you through this entire process. 

Leadership Development

People Performance Optimization Process (PPOP) works with the Winslow Assessment program and offers profiles for individuals as well as team members to maximize communication and performance.

What is PPOP? How does it help with Leadership Development?

Transition Coaching

Our Transition Coaches specialize in supporting leaders as they manage the choices and challenges that arise when leading a family, team and business through succession or any type of transition.

Governance

What is Governance?
Governance is the establishment of policies, and continuous monitoring of their proper implementation, by the members of the governing body of an organization.

Transition Point Management System

The Management System at TPBA is a process to help business owners and leaders get what they want from their business.