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Nobody Prepares Owners for what Really Happens... After they Sell 

We help Owners and Buyers prepare for the Leadership, Operational and Cultural changes that will affect the business - before, during and after the sale.

  • Leadership Transition

  • Communication Gaps

  • Identity Shift

  • Employee Retention

  • Emotional Impact

  • Culture Change

  • Buyer Expectations

While brokers, attorneys and other advisors focus on the structure of the deal, we prepare you for what happens next.

We guide you through the biggest risk with every acquisition:  The Continuity of Leadership

Continuity of Leadership during the first 18 months post close is the single biggest risk for buyer and seller...and the one thing diligence cannot predict.

​We help you and your team:

  • Prepare for Leadership transition

  • Reduce owner dependency

  • Improve employee & customer retention

  • Retain & protect company value

  • Navigate buyer expectations

  • Reduce post-close risks for buyer and owner

The value of the deal and future of the business heavily depends on getting this right...and this is exactly what we do.

Most owners don't realize they have a problem until after the deal closes.

You will have to answer these and other questions you and your people will ask.  

Fact: What they believe, determines your future.

  • Who are we now?

  • Who is the new Leader?

  • Do "they" even understand our business?

  • Can I still make the same decisions?

  • My people feel lost...where do they fit?

  • What else is going to change?

  • What else don't I know?

  • I'm not sure I want to work here anymore.

  • Can I trust the new owners?

We help you prepare for the changes you and your people will experience... but are simply not ready for.

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We Help Reduce Misunderstandings...the Main Source of Disruption

Before the Sale

We help owners and buyers identify and address leadership gaps, operational concerns, and transition risks early in the process and collaborate on solutions before they become problems later.

During the Transaction

While the buyers and owners are focused on financial and legal aspects of the deal, we help you think clearly through leadership handoffs, buyer expectations, communication challenges, and emotional pressure so they make good decisions based on practical reality.

After the Deal

We help preserve value by helping owners navigate what comes next: leadership changes, emotional impact, role clarifications, structure changes, team purpose, buyer influence, and operational continuity to they can focus on running the business.

While you're focused on the details of the transaction, we focus on the transition...which will determine the future of the business.

Built from Operational Experience

After years leading service operations, integrations, and leadership transitions inside service-based businesses, I saw the same pattern repeatedly: owners and buyers were often overly focused on the financials of the deal, but underprepared for the leadership, operational and personal realities surrounding it - the people and interpersonal side of things.

I started OTA to help both sides prepare for and mediate this gap.

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