Legacy-Ready Assessment & Transition Plan

Is Your Business Ready for Transition?

Ensure a Smooth Handover While Preserving Profit and Peace of Mind.

You’ve built something real. But now it feels like the business is too tied to you - and you don’t want to be running every detail in 3 years. I help owners like you simplify, streamline, and prepare for a future where you can choose what’s next - with clarity and margin.

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What You’ll Get

  • ✺

    Pre-Session
    Discovery
    A short intake form plus optional prep call to surface your goals, transition timeline, and biggest points of operational friction.

  • ✺

    Legacy-Ready
    Deep Dive
    A 90-minute session to evaluate your business across five key areas: profitability, workflows, people / process, tool stack, and transferability.

  • ✺

    Transition
    Plan (PDF)
    A clear, prioritized roadmap designed to reduce your daily load, protect your profit, and make your business more attractive to a future successor or buyer.

  • ✺

    Optional 30-Minute
    Review
    Check in within 2 weeks for follow-up insight, accountability, or help deciding what to tackle first with your team.

$1295

Who It's For

Small Business Owners Planning to Step Back:
If you're contemplating selling or handing off your business in the next 2–5 years and seek a seamless transition without operational hiccups.

Guarantee

I stand by my commitment: If you don't gain actionable insights and a clear transition roadmap from our session, you won't be charged.

Take the First Step Towards a Seamless Transition.

Contact me today to schedule your Legacy-Ready Assessment.

Email me: tony@sagewell.co
Or text/call: 479.220.8135

Want to see if it’s a fit first? Just reach out and ask. I’m happy to talk.