Put Your Business On Autopilot

Brilliantly Effective Business Plans for Succession
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How long can your business run without you there?

  • When’s the last time you took more than a weekend off?
  • Do you worry about the fate of your company when you step back?
  • Are you having trouble finding managers you can rely on to run things?
  • Do you have an exit strategy for selling your business or passing it on?
  • Are you worried that you’ll outlive your money?

Make a plan that enables you to take a step back and enjoy the benefits of your hard work.

Stepping back from your business is a risk. We get it.

We've helped hundreds of business owners successfully and effectively step back from or sell their business with the help of a five-year business plan.
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Confidence in your team

Gain Confidence in Your Team

Increase Profits

Increase Your Profits & Take Home Pay

Grow Cash Flow

Grow the Cash Flow for Your Business

Sale-ready business

Make your business "sell ready"

Oh, Yeah... It's Guaranteed To Make Your Business Easier To Pass On

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How It Works

One

Register for the Business Planning for Succession Executive Session for an overview of the program.

Two

Discover the 8 key ingredients that need to be in your business plan for a successful leadership transition.

Three

Get a free 90-minute one-on-one with an ActionCOACH team member to put your plan into action.

Top 7 Reasons To Create a Business Plan

The best businesses have them, and so can you. 
Watch this video to find out why you need one.

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What's My Investment?

Ascend Platinum

Ascend™ Platinum is for people who are really busy and want their numbers pre-populated so that they can spend their time and energy thinking about their strategy with no interruptions. You’ll also get the option to attend the 2-day session to update your plan as often as you want for just $99 per person. Sessions are done as a workshop with up to 10 other businesses.

$6,800

investment

Ascend Gold

Ascend™ Gold is for most people. It takes effort to enter your numbers on your own, but you’ll get clear on what they are and how they work. This happens on the morning of day 2 and can take up to three hours to do well. You’ll also get the option to update the 2-day session to update your plan as often as you want for just $180 per person. Sessions are done as a workshop with up to 10 other businesses.

$4,800

investment

Ascend Private

This private session is for companies that have a management team making decisions together. Whether you are getting ready to transition to the next generation of owners; or have a large group of decision makers that need to be part of your planning process, we spend one-on-one time with you and your team for two-days that work for your schedule. You'll also get the opportunity to update your plan as often as you want for just $3800.
Contact Emily

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"I had just started my business and really had no idea what I was doing, and I didn’t know what direction my business was going. When I decided to go through with Ascend, I was looking to put my business on a path to growth. After going through the program, I had a plan for the future that I could be confident in, and now have the opportunity for consistent review of my plan to help my business grow."
– Craig Stanley, Owner, Broadwing Advisors

Succession Readiness Scorecard

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You have grown an incredible business and now may be thinking about your life after business.

There are many options to consider as you plan on a new leadership change within your business.

Use this scorecard to rate your readiness for succession.