Our Firm

Business Transitions

It is estimated that $10 trillion will be transferred from the current generation of business owners and entrepreneurs to the next generation. In addition, family businesses owned by baby boomers will be sold outside the family or transferred to the current owners' children.

As a service for Canterbury clients, Larry Boulet, Director of Business Transitions, and Dr. Craig Overmyer, Director of Coaching, provide these services for business owners:

  • Business valuation
  • RealTime Strategic Thinking for creating a vision, mission, goals, and objectives for the business
  • Cultural transformation tools for assessment of corporate culture
  • RealTime Coaching to train the leaders to have the skills as managers to bring out the best in the human capital
  • Management development questionnaire to assess management's leadership skills
  • Hallmarks of Excellence to assess the key leaders' true potential to succeed

Clients who benefit most from our services typically have businesses valued at $5 million or more.

 

Listen to a message from Larry and Craig about a case history of a business owner who benefited from their services.