Optimized Business Transitions LLC

04/01/2019

Five Steps To A Successful Transition Part 3: Assembling Your “A Team”

In part 1 of this 4 part series, we covered the importance of planning ahead (Step 1) and the value of selecting an experienced “quarterback” advisor (step 2) to leverage against and the impact these initial steps will have on the successful outcome of any transition. Then in Part 2 we talked ab...

03/31/2019

Failure is inevitable and is not the end-all situation. Admitting mistakes is how we stretch and grow. Make the most of these critical learning opportunities!

Admitting mistakes is how we stretch and grow. Make the most of these critical learning opportunities.

03/18/2019

Take a deeper look into who we are at Optimized Business Transitions!

Kurt and Sharlee Cretors are the Principals of Optimized Business Transitions, LLC which is a wholly owned subsidiary of SC Financial Services, Inc. Through SC Financial Services, we have been involved with helping many of our business owner clients plan for and implement transition plans for their....

03/17/2019

Happy St. Patricks Day from all of us at Optimized Business Transitions!

03/14/2019

Warren Webster, CEO of Coveteur and co-founder of Patch, tells his story of life after selling his company.

Watch the video to learn more about what happened after Warren sold his business:

Warren Webster, CEO of Coveteur and co-founder of Patch, tells his story of life after selling his company.

03/13/2019

Interested in working with Optimized Business Transitions? Head over to our website to complete our Free Business Discovery Assessment:

03/12/2019

We have witnessed many different mistakes made during the exit planning process. Here are a few of the most common mistakes and how to avoid them:

For instance, have you ascertained the exact reason you're selling? Money may be the least of it.

03/11/2019

Head over to our website to get information on Transition Planning why it is important!

The numbers tell the story. Up to 80% of the privately held small and mid-size businesses in this country will be involved in a business transition in the next 20 years. The baby boomer “Age Wave” is here now and will be gaining in volume in the years to come. These boomers represent the greates...

03/03/2019

Are you an Arizona business owner nearing retirement? Make plans for selling or transitioning your business to finance your retirement. Call us today for a complimentary consultation to go through our Discovery Assessment to learn what your business is worth today and what its potential value could be after our Business Optimization process!