LIVE WORKSHOP

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For Mid-to-Large Companies

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Lower / Middle Market CEOs

Is Your Team Ready for Acquisition?

Selling your business isn’t just a financial decision—it’s a leadership challenge. This workshop helps you assess and strengthen your team’s readiness for acquisition, focusing on both the emotional and operational sides of the transition. You’ll explore how to prepare your leadership team, communicate transparently with employees, and preserve morale and culture during a sale.

Through guided exercises and real-world examples, you’ll develop a succession plan, identify key roles that need support, and create a communication strategy that builds trust. You’ll also learn how to document processes and clean up financials to make your business more attractive to buyers.

Whether you’re planning to sell in a year or just want to be prepared, this workshop gives you the tools to lead your team through change with clarity, empathy, and confidence.

virtual or hybrid

2 hour Workshop Agenda

Starting at $14,000
To help business owners assess team readiness for acquisition and develop communication strategies that preserve morale and value.
  1. Introductions and Overview
  2. Owner Mindset Check-in
  3. Team Emotional Readiness & Communication
  4. Leadership Succession & Team Autonomy
  5. Operational Readiness (Processes & Finances)
  6. Team Readiness Action Planning
  7. Q&A and Overcoming Resistance
  8. Wrap up & Resources

Includes a psychographic segmentation audit for your organization.

virtual or hybrid

4 Hour Workshop Agenda

Starting at $20,000
To provide a comprehensive roadmap for preparing teams for acquisition, including succession planning, operational readiness, and leadership alignment.
  1. Introductions and Overview
  2. Owner’s Role in a Successful Transition (Mindset & Leadership)
  3. Preparing Your Team – Communication Plan and Culture
  4. Break
  5. Operational Readiness (Processes, Systems, & Financial Health)
  6. Succession Planning and Talent Retention
  7. Action Plan Development
  8. Wrap up and Next Steps

Includes a psychographic segmentation audit for your organization.