Plan Your Business Succession with Confidence: Free Personalized Plan
1 in 3 family-owned businesses don’t survive a transition from the 1st generation to the 2nd, and 1 in 8 don’t make it from the 2nd to the 3rd.
Do you want to increase your chances of beating these daunting odds?
This quick and easy Family Owned Business Transition Questionnaire will help you identify where you stand in the transition process and uncover critical insights to plan your next steps.
By completing the questionnaire, you will receive a personalized video from Lowell Mora, a seasoned CFO with over 30 years of experience, offering:
Personalized Action Plan: Receive three actionable steps tailored to your responses, designed to help you plan your transition to a family member
Expert Guidance: Benefit from Lowell's extensive experience in helping family-owned businesses navigate transitions smoothly and successfully.
Lowell Mora, President of Impact CFO, excels in leading small to mid-sized businesses, including family-owned and private equity-owned companies. He specializes in driving growth and profitability, particularly in equipment business models, industrial products, and managing multimillion-dollar contracts. Lowell is proficient in ERP/HRP implementations and offers deep financial leadership across diverse industries. As a Fractional CFO, he provides crucial financial oversight, guiding businesses through complex transactions and strategic initiatives, implementing cost-effective strategies, and streamlining operations for long-term success.
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