The Transition Readiness Review
For owners who know a transition is coming but haven’t yet put the business, the money, the family and the advisors on the same page.
What we look at
What does the business have to pay for: your independence, your family, your timing, and whatever you do next?
What backs up the value, and what still leans on you?
How might value, debt, costs, broad tax assumptions, timing, and deal structure affect usable capital?
Which questions belong with the owner, leadership, CPA, attorney, valuation professional, banker, or transaction team?
Where the review fits
It’s most useful when a big decision is on the horizon but the facts, the advisors and your own goals aren’t lined up yet.
A clear starting sequence
Send a note: what’s happening, what’s worrying you, and what decision is getting closer.
A focused conversation confirms fit, the people already involved, and what needs to be checked first.
Greg puts the business, your finances and your family goals into one picture.
You leave with a written plan: your number, your options, the open questions, and the next 90 days.
The written output
A written summary of your goals, the business facts, what a sale might leave you, your realistic options, and the actions for the next 90 days.
This example shows the proposed format. It is not a client result.
See the sample plan →Open the sample PDF ↗Clear boundaries
The review is not a valuation, quality-of-earnings report, tax projection, legal analysis, sell-side mandate, investment recommendation, or transaction opinion.
Attorneys, CPAs, valuation professionals, bankers, transaction advisers, insurance professionals, and other specialists remain independently responsible for their work.
This page describes Morrowgate’s planning framework. Services are provided under the applicable written agreements and disclosures.
Start with the situation
Tell us what’s changing. We’ll tell you plainly whether the Review is the right starting point, before you commit to anything.