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The Psychology of Business Owners: Making or Breaking Transition Success

Wednesday, November 20, 2019

Note: This is an afternoon Program: Networking 1:30 – 2 pm, Program 2 – 5 pm, Social 5 – 7 pm

Presented by Dr. Allie Taylor, Orange Kiwi

Why do so many successful business owners fail to transition their business and move on to a life of satisfaction and significance?

Learn the four critical stages that each business owners and their families must go through to beat these odds. Rather than solely focusing on many of the standard questions such as “how much is my business worth”, we introduce business owners to the psychological strengths that led to their success and how to leverage them to achieve greater transition success. This approach consistently produces light-bulb moments for owners that inform both their current and future business practices.

With this understanding and validation in hand, we peel back the layers and help the owner see when and how their historical strengths can sabotage their exit and transition. Owners and their family members receive unique and powerful insights into who they are, why they do what they do, and how they can practically ensure they have the best chance at transition success.

Key takeaways:

  • Understand the psychological characteristics of business owner success
  • Learn how and why these characteristics can actually prevent business owners from achieving transition (scale, sale, succession) goals
  • Understand the 4 key stages required in every transition and how and why the marketplace is geared to short-circuit this process
  • Receive a framework for being able to understand and organize the transition process