
A resource for everything related to business succession planning. Whether you're a seasoned entrepreneur looking to pass the torch, a family business aiming for seamless transition, or a professional advisor.
About Us
We are a team of Maria Wichmann and Phil Beaudry, who are passionate about helping entrepreneurs and business leaders successfully transition their businesses to the next generation. We believe appropriate communication with all stakeholders and strategic moves are key to your success. Maria Wichmann is an engineer, a certified facilitator

The Freedom Formula
Escape short-term business thinking. Transform your company from owner-dependent to self-sustaining by shifting to a legacy mindset, documenting your business blueprint, and building distributed leadership. Create a business that thrives with or without you.

Beyond ROI: Building a Business That Outlasts You
Escape short-term business thinking. Transform your company from owner-dependent to self-sustaining by shifting from ROI to ROV thinking, documenting your business blueprint, and building distributed leadership. Create a business that thrives with or without you.

Escape the Owner's Trap: How to Build a Business That Doesn't Depend on You
Tired of being trapped in your own business? Discover a proven three-step approach to building a small business that can function effectively without your constant presence. Learn how one owner went from working 24/7 to enjoying family time while her business continued to thrive.

Six Tips for The Delicate Conversation of Succession Planning with Your Children
In today's newsletter, we'll tackle the challenge of discussing business succession with your children. As a successful business owner, you understand the importance of long-term planning, but initiating this conversation with potential heirs can be time-consuming and challenging. Why This Conversation is Vital for Your Legacy

Business Succession Newsletter
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