Beating the Transition Odds

A Popular Summary of Allie Taylor’s Doctoral Dissertation

Owner experience, advisor observations, academic literature, and popular books agree—significant transitions (scale, sale, succession) fail more often than they succeed in the low to mid-market business environment.  Economic realities of failed transitions are quantified in unrealized shareholder returns, unrecoverable financial costs, and wasted opportunity costs.

This research study sought to understand the psychological dynamics that either impinge on or enhance an owner-manager’s transition efforts so that more owners achieve their goals and enjoy lives of satisfaction and significance.

By completing the form below, you will be given access to an article that introduces the problem, describes the research and relates the results to the solution of business transition challenges.

Allie Taylor is a senior partner at Orange Kiwi and her doctoral dissertation was completed in the Fall of 2017.