Transition Planning

Feel confident with your next move when facing change.

Successions are processes involving a series of activities leading to an introduction of new requirements and constraints. As with most processes, there are many parties involved, each with their own set of conditions. Drilling down to understand what the limits are and how they came to be creates an opportunity for a long-term plan.

Defining the opportunity is the challenging part of the puzzle. U3P Group helps you thoroughly address your needs through each stage of the process to create value for everyone involved. Our tools are designed to identify the requirements and steps, and then move the plan forward. U3P Group can help you plan your next move whether you are experiencing a change in markets, succession, a shift in ownership, merging, a change in generation, exit planning, or imposed external restraints.