We have been talking to business owners and a common concern regarding the steps to move toward a change in management or leadership came up several times.  Some of the conversations lead to asking the following questions:

  • Are you a business owner caught in the “Forever FIVE?” 
  • Did you plan on selling or changing the leadership of your business five years ago? 
  • Will you still be waiting five years from now? 
  • What happens to your business when you run out of five more years? 

We can help!  The chart below shows several areas that WheelerFrost offers expertise and serves clients.

We are encouraging business owners to plan ahead before the need to do something becomes overwhelming.  Many times modest preparat


ion and team participation result in a greatly improved outcome.  Let’s talk about it.  Call, email or text to begin the conversation.  You will be glad you did.

Transition planning is just one of the many services offered at WheelerFrost.