Succession & Transition Coaching

Future Vision

Get excited about life after business.

As a former CEO of a mid-market business with a successful exit, I understand the challenges involved with transitions.

Personal. Financial. Business.

For many business owners, 40% of their net worth is tied to their company.

It is their largest asset, source of identity, and...stress.

On the Succession Stories Podcast, I've talked with numerous owners, accountants, and financial planners about this topic.

Amongst the uncertainty, one thing is certain.

Transitions are inevitable.

When you're facing your biggest ownership and leadership transition decisions, maybe in a few years - or ten - will you be ready?

Most owners get pushed out of their business but the happiest exits occur when there are more factors pulling you towards your next.


of business owners have regrets one year after selling or exiting their company


of business owners are actually happy with the net proceeds from their exit


simple questions can prepare you for an exit with no regrets

What's Your PREScore™ (Personal Readiness to Exit)


  • Online questionnaire that evaluates your readiness to exit your company on a personal level - takes only 8 minutes to complete.

  • Using an exclusive algorithm, calculates whether you - and your team - can continue to thrive based on four drivers of a satisfying exit.

  • Determines at-risk areas and provides personalized recommendations for improvement, helping you create a plan that ensures a happy and lucrative transition to your next.

Your score means getting closer to your next chapter - whatever, wherever that may be.

SmallDotBig is a strategic advisory firm for owners of small to mid-size companies. Our mission is to dramatically increase the value of your business anticipating a sale or ownership transition in the future. We help you get more freedom over your time and more happiness in your personal life. Our process combines Value Building, Executive Coaching, and Strategic Planning. Want a business and personal roadmap to achieve your dreams?  Reach out today. 

Copyright © 2021 SmallDotBig LLC - All Rights Reserved.

Value Builder SystemTM

Terms of Use