There is a tier system available to begin working with Business Transition Consulting
Foundation — $1,000
Educational resources on the owner agreement process, plus 15-minute telephone consultations as needed. The starting point for owners who want to understand what’s involved before committing to the full process.
Plan — $4,000
Everything in Foundation, plus completion of a written succession plan within
six weeks. The plan documents the decisions that become the basis for the owner agreement. Telephone consultations as needed.
Agreement — $6,000
Everything in Plan, plus engagement of legal counsel and a business appraiser to draft and execute the owner agreement. Telephone consultations as needed. Professional fees (legal and appraisal) are outside costs not included in the project fee. Time of completion is three months.
Listed fees are a starting point. The scope and cost of each engagement will be adjusted based on the needs and circumstances of the business owners.
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