The Crossroad of Preparation and Opportunity.

Discovery

Brand Value

Financial Analysis

Transition Consulting

Prepare for Success

Your business is a complex network of moving parts that you have orchestrated and built into a machine that works. We help you define every part of that machine into an identifiable asset that will add value to your sale, and create a milestone map to make the transition successful, and get the price you will feel good in letting go.

The Wednesday Transition Toolbox Includes:

  • Financial analysis and goal-setting with milestones consistent with owner goals and priorities
  • Brand refresh and redesign
  • Online brand and reputation management
  • Website construction or upgrade, including hosting packages and email services
  • Market research, marketing plans and execution
  • Operations and systems analysis and upgrades
  • Policies and procedures schematics
  • Team-building consulting and followup coaching to meet owner priorities
  • Digital and physical asset organization and controls
  • IP and data security analysis

The Transition Toolbox

Everything you need to elevate your business, whether for transition or operational excellence, the Transition Toolbox establishes certainty in an uncertain and changing world, where you are ready for anything. Whether you are looking to prepare for succession, or looking to improve for other goals, our Toolbox is ready to meet your challenges.

Financial Analysis

Align your numbers with your vision. We perform in-depth reviews of financial statements, cash flow, profitability drivers, and key metrics, then collaborate to set realistic, prioritized goals.

Milestones

Establish milestone timelines and accountability frameworks tied directly to your personal and business objectives — whether scaling profitably, preparing for transition, or funding lifestyle goals.

Operations and Systems

We audit current processes, identify bottlenecks, redundancies, and technology gaps, recommend and guide upgrades, integrations, automation tools, workflow optimizations, and supply chain enhancements.

Brand Refresh

Revitalize your existing brand for competitive advantage or curb appeal. Audit your current identity, refine positioning, messaging, tone of voice, and visual elements to signal evolution and attract new customers.

Online Reputation Management

Protect and elevate your digital presence in an always-on world. We assess reviews, social mentions, and online feedback across platforms; develop response protocols; suppress or mitigate negative content; and inspire positive testimonials.

Website Development

Build or modernize a high-performing, user-friendly website that reflects your brand and converts visitors. From full construction, redesigns, or upgrades we focus on usability, mobile optimization, SEO foundations, and lead capture.

Marketing

Gain actionable insights and a roadmap to reach your ideal customers. With targeted market research, customized marketing plans with clear objectives, channels, and budgets, followed by support execution through campaign oversight, content creation guidance, and performance tracking.

Web and Email Hosting

Secure hosting, domain management, professional branded email setup, and ongoing maintenance packages for growth and efficiency, built for brand solidarity, ease of use, and worry-free execution.

Policies and Procedures

Codify your operations for consistency, compliance, and easy transfer. We create clear, visual schematics —  detailed SOPs, process flowcharts, checklists, and documentation templates — for key functions to meet custom goals.

Team Building and Coaching

Strengthen your people to deliver on your vision with customized team-building programs, leadership development sessions, and culture assessments aligned with your specific goals. Follow-up coaching provides ongoing support, progress tracking, and adjustments to sustain improvements.

Asset Organization

Bring order to your assets for better control, security, and value realization. We inventory and categorize tangible and digital assets, establish organization systems, naming conventions, maintenance schedules, and access controls essential for operational efficiency, due diligence readiness, and loss prevention.

IP and Data Security

Safeguard your intellectual property and sensitive information. We conduct targeted assessments of IP assets and data practices, identifying vulnerabilities, compliance gaps, and protection opportunities. Get prioritized recommendations, policy updates, access protocols, and basic cybersecurity hygiene guidance.