






Three years of strong financial records are needed
Quality of the leadership team is important
Well defined processes are needed
Three year review of brand history is shown
Successful succession planning (whether family or others) requires:
The right leadership in place to support the new owner
Processes in place to ensure sustainable growth
Strategic playbook as part of the handoff
We are excited to share with you our proven methodology and tools.
Three years of strong financial records are needed
Quality of the leadership team is important
Well defined processes are needed
Three year review of brand history is shown
Successful succession planning (whether family or others) requires:
The right leadership in place to support the new owner
Processes in place to ensure sustainable growth
Strategic playbook as part of the handoff
We are excited to share with you our proven methodology and tools.

Weekly Accountability Calls
Monthly Reviews
Quarterly Planning

People
Brand
Offering/Services

Family
Selling
Other

Weekly Accountability Calls
Monthly Reviews
Quarterly Planning
People
Brand
Offering/Services
Family
Selling
Other

© Copyright 2025. The Opus & Golds Group | Dana. All Rights Reserved.

© Copyright 2025. The Opus & Golds Group | Dana. All Rights Reserved.