Resources

Over the course of hundreds of client engagements, our team has amassed a number of tools, processes and learnings, some of which are available here in our tools, case studies, newsletters, downloads and announcements. While your company's transition is unique, you may find some useful information from the client experiences of those who have gone before you. And, if you like what you see, to receive our free monthly Platinum Newsletter.

Of course, the best resource is the one that is crafted specifically to your need. We’d love to learn about your business and show you how we might be able to help you restore, enhance or realize your shareholder value.

Tools
Useful tools for your most critical transition
Case Studies
Experience that counts when you need it most
Announcements
The latest happenings at Platinum
Press & Articles
News and views from Platinum
Newsletters
A chronology of experience
Events
Calendar of events

Announcements

Events

A monthly transition story and roundtable discussion for successful business owners pursuing next steps in their businesses and lives.

Featured topic for March: Two Options for Finding Successors

Over 18,000 family or closely held business owners in Minnesota will come to a realization in 2012 that it’s time to turn the reins of leadership and ownership, over to someone else. Where will today’s owners find the right person or team to make this transition possible? Our experience shows that succession can easily take five years or longer to envision, plan, select, develop and implement. And a lot can change over five years.

Join us March 13th to learn more about family and privately held succession plans. Using real case studies presented by Transition Resource Group members we will look at options for finding successors for your business.

With real situations as the catalyst, we expect lively questions and dialog around why and how these succession plans developed and were successful.

Our Transition Forum is confidential with voluntary participation. There is no obligation or cost beyond your breakfast each month. Trusted advisors are welcome when accompanied by a client or business owner approaching transition . . . someone who has moved from dreaming to worrying about how to step into real transition. Owners – bring your transition advisor!

The Transition Breakfast Series will be held at 8000 Norman Drive, Bloomington in the 2nd floor conference room (watch for Platinum signs). The event begins at 7:30 a.m.

Cost is $25 in advance or $30 payable at the door. Please e-mail Donna Gray with questions, or if you are unable to attend after registering. We hope you will join other business owners in learning from shared transition experiences.

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