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The 4 Phases of Transition

Updated: Apr 19, 2023

The 4 Phases of Transition

1. Preparation As a starting point, financial preparation assesses whether projected profits can support a transaction before committing further resources. If future free cash flow can support repayment of the anticipated value of the business, transition can proceed to the next phase.

2. Planning Comprehensive planning provides a structural blueprint for your elected advisors to work from. We establish which form of employee ownership suits your situation. New legal and governance structures can be agreed. We help you determine the readiness of your current leadership structure and assist with any changes necessary.

3. Execution Once financial preparation and the planning phases are complete, the transaction can be sequenced and executed. We continue to work with you and other advisors to the end of the transaction, facilitating agreement of the SPA and effective completion with all parties concerned.

4. Communication As for any major announcement, the tone, professionalism and sequencing of communications are critical to securing buy-in when you reveal your plans to staff. We will develop and agree a change management strategy sequencing communication securing buy-in with the new employee owners.

For more information regarding the 4 Phases of Transition and our approach, call us on 01384 274 778 / 075 888 925 88 to discuss or go ahead and book a free consultation to discuss your options.

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