Few things are as predictable as the upset a customer feels when a salesperson or account manager they have been dealing with, and who understands their business, leaves. And yet, little if any thought and consideration goes into how to seamlessly transition the customer to the next person they will need to build trust in. In this workshop session, learn to create a strategy for how to effectively transition a customer to a colleague, reducing the risk that the customer will become a free agent and test the competitive waters.

When a business is moving toward a transition period, it’s important to outline the structure of the business and how that structure can be shifted. Through this program, learn how to sort through the questions of succession and build a plan to give your business the best chance at long-term success for the future.

Impact Group works with either a buyer or seller of a business or portion of a business, to find an appropriate cultural fit, a fair price, and reasonable terms. Steps need to be taken early to ensure the best cultural transition possible. Any type of agreement must focus as much on the people and structure of the business itself as the financial transaction.