L7 Ownership Transition System™

You’ve worked hard to build a business that you can be proud of. Will you be able to leave it on your terms?

7 Drivers of Transferable Value™

We help business owners create choice in when and how they leave their business.  The Level 7 OTS™ focuses on increasing transferable value and readying the business owner, the company, and incoming leadership for the transition. Our focus is to help you reach a place of choice regarding your level of involvement so that you can exit on your own terms in a way that leaves your company sustainable and able to operate without you.

We work in lockstep with you and your Complete Advisory Team to help grow and streamline your company across the 7 Drivers of Transferable Value™ while helping you avoid some of the common mistakes business owners make when exiting their organizations.

7 drivers model

We will help you:

• Understand your options and the exit process

• Reduce the organization’s dependence on you

• Create a Succession Plan

• Improve performance across the 7 Drivers of Transferable Value™

• Increase the value of your business

• Navigate and communicate the change to the organization and other stakeholders

• Ready yourself for life after your business.

Can your organization operate without you?

The most common Value Driver that our clients struggle with is Independence from the Owner.

Take the Ownership Independence Score Assessment now to determine your company’s level of independence.

Customer Stories

Breck Weingart


Our 2 sister companies recently merged for all the right reasons. Admittedly, we were struggling to get everyone on the same page during this transition. They brought a well-organized collaborative process that identified our issues quickly and brought clarity to our collective goals. More than ever before, we are focused on the priorities that will ensure we remain a competitive industry leader.

Proof of Impact

See how we helped one owner and his firm navigate an ownership transition and achieve significant growth.

Schedule a complimentary review of your strategic plan with one of our experts.