Collaboratively Working With Your Trusted Advisor
Most Business Transitions Fail. Yours Doesn’t Have To
The traditional path to exiting or transferring a business is elusive and unreliable. Here is the reality facing most business owners today.
Of family businesses survive the transition to the second generation, dropping to just 3% by the fourth.
Generational Survival
70% of owners begin succession planning, yet only 8% reach an advanced stage of preparation.
Stalled Preparation
Of business owners profoundly regret selling their company within just one year of closing.
Post-Exit Regret
Our Unique Approach Gets You Prepared.
The uncertainty of feeling prepared is what holds a lot of business owners back from moving when the time is right.
Our Three Piers of Readiness:
Pier One
Business Objectives
The business is prepared to transition at the highest value as determined by the family
Pier Two
Personal and Family Wealth Objectives
The owner and family are financially prepared for the business transition
Pier Three
Personal and Family Purpose Beyond the Business Transition
The owner and family are prepared to walk into the Ephesians 2:10: good works that the Lord has planned after the business transition
Methodology & Core Service
The Harvester Framework: Integrated
Value Advisory
We use a 21-step, Value Acceleration Methodology in our planning and preparation:
Discover & Discern
01
Our 3-step Discover and Discern process helps take business owners and their families out of their business silos. The result is a Business Insights Report and Prioritized Action Plan as prayerfully discerned along the way
Prepare
02
The Harvester Partner Advisor and team pivot to manage the execution of the Prioritized Action Plan with the owner, much like a co-pilot.
Transition Ready
03
Once the family is prepared they can decide when to transition as the Lord instructs.
Who Is Harvester Partners?
Joel Smyer
JD CEPA® Harvester Partners President and General Counsel
Sean Hutchinson
CEPA®, CMAA®, CCP®, Founding Partner| Ready for Next USA
Justin Dorroh
Leap Development
Chuck Gschwend
Co-Founder & Director of Culture and Spiritual Formation, The Eden Project
Rachael Watson
Gift Planning Attorney at National Christian Foundation
Becky Cullum
NCF North Texas Executive Vice President and Relationship Manager
Ready to Steward Your Business
Transition with Purpose?
Begin with a private, low-pressure strategy call to evaluate
transferability, team health, and alignment.
Value Gap Assessment
Learn your potential business value and see your potential value gaps in less than 15 minutes with a free, confidential report.
Ready to Steward Your Business
Transition with Purpose?
Begin with a private, low-pressure strategy call to evaluate
transferability, team health, and alignment.
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