Business Transition

Transition

Understanding 
TRANSITION solutions.

Business valuations and succession planning ensure the longevity and stability of a company. Without a plan, the business owners, employees, and community can be negatively impacted. Together, with the Iowa Center for Employee Ownership, we are able to offer expert guidance, education, and resources that safeguard the continuation of the business. We help businesses by providing support, resources, and assistance to implement effective, sustainable strategies.

Transition Solutions

At little to no cost, our team of experts assists businesses and their owners with their transitional needs. Whether you're evaluating your company’s value, planning for succession, considering ownership transition, or exploring employee ownership, our services support every stage of the transition.

Business Driver Assessment

Identify the key factors influencing your company’s growth, profitability, and sustainability to strengthen operations and prepare for future transitions.

Business Valuation

Business Valuation

Obtain a current fair market value estimate of your company to help you make well-informed decisions about ownership transition.

Succession Planning Consultation

Succession Planning Consultation

Learn about strategies to consider to develop a seamless business transition plan while preserving your company’s legacy and financial health.

Business Continuity Consultation

Business Continuity Consultation

Ensure your business can withstand disruptions by developing strategies to maintain operations and safeguard long-term stability.

Employee Ownership Consultation

Employee Ownership Consultation

Explore employee ownership options with expert guidance tailored to your business’s unique needs and long-term goals.

ESOP Pre-feasibility Study  High-level analysis of company financials to evaluate the potential net benefits of pursuing an ESOP to give direction before engaging a feasibility study consultant.

ESOP Pre-feasibility Study

High-level analysis of company financials to evaluate the potential net benefits of pursuing an ESOP to give direction before engaging a feasibility study consultant. 

LET'S START A CONVERSATION ABOUT

Business & TRANSITION.

What plans do you have for succession or ownership transfer within your company?

How are you preparing for leadership changes or organizational shifts?

Have you considered the impact of industry trends and disruptive technologies on your business model during transitions?

Get answers to these questions by reaching out to our knowledgeable staff.

Outreach Program Highlights

We provide tailored outreach programs that guide you through each step with personalized advice and additional resources. These include consultations, assessments, educational events, and peer networking, empowering business owners and employees to achieve lasting success and shared prosperity.

Workshops & Webinars

Workshops & Webinars

Access expert knowledge and practical guidance through convenient online seminars, learning sessions, or in-person workshops on various business solutions and programs we provide that focus on growth or transition opportunities.

Presentations

Presentations

Speaking engagements with your audience providing insights on business succession, continuity planning, and employee ownership models through expert-led talks. 

Events Providing CE Credits

Events Providing CE Credits

Expand your knowledge and earn Continuing Education (CE) credits by attending expert-led workshops and seminars.

Peer Groups

Leadership Peer Groups

Engage with like-minded business leaders and employee-owners to exchange insights, share challenges, and discuss best practices in a collaborative setting.

Worker Engagement

Worker Engagement

Enhance workplace culture and performance by fostering an ownership mindset that aligns employees with business success.

Worker Cooperative Development

Team & Leadership Development

Looking for expert knowledge and practical guidance on team and leadership development? Access our convenient online seminars, learning sessions, or in-person workshops.

Let's talk.


8120 Jennings Drive | Cedar Falls, IA 50614

319-273-4692 | info@advanceiowa.com

Todd.Hutcheson@uni.edu
Janell.Crow@uni.edu   

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