Transitioning out of ownership.
It’s a big step — a multi-faceted, many-layered decision.
That much is obvious.
Knowing which options & routes are the best for you?
… For your family?
… For your team?
That’s a bit less clear.
We adhere to the old adage that knowledge is power.
This should feel like this is an all-out “win.”
For each & every individual involved.
Every single interaction at the “transition-intersection” is unique.
Simplicity is best.
You shouldn’t have to be a lawyer to know if things make sense.
Transitions are not a “one-size-fits-all” scenario.