top of page

Business Transition Planning

Discovery  |  Value Growth Opportunity |  Decide

Owners are leaving cash on the table because they are focused on income generation;
not focused enough on enterprise value!

So what separates a good business transition and a bad business transition? 


Having a transition strategy is very important as it will help the business and you will get maximum value from it. At Cambium, we will analyze all aspects of your business and build a transition strategic plan to achieve that. We have a 3-step process that will provide you the best transition plan: 

1. Discovery

Client Engagement

We will have a conversation with you the owner to clarify your needs and decisions for your business and personal future

Friendly Conversation

Defining Process

Together with you we will outline the process and path for extracting value in your business

Triggering Events

We will engage with you the owner to develop industry comparisons, personal and business gaps, calculation of price and assessment of intangible assets. 

Working with Financial Documents

2. Value Growth Opportunity


Intangible Assets

Wealth is created by your ability to create, protect and transfer intangible assets.  While these intangibles are not found on your balance sheet, they have the ability to add significant value to your business.

Stock Market Down

De-risking (what is your tolerance for risk?)

There is a 50% probability that you will be impacted by one of the five D’s during your business life – disability, divorce, disaster, disagreement, death.  How prepared are you for this risk?

3. Decide

ReEvaluation (annual +/-)

Return to initial industry comparisons, gaps, calculation of price range and present the current state.

Trading Graphs on Computer Monitor


The internal or external options to be considered are based on your business and personal needs and goals. We will help you identify the most compatible options.

Business Meeting

Continue Growth Opportunity

Based on your current state as defined by your gaps, the path to transition may involve an additional period of investment of your time and capital.

bottom of page