Our Process

At Coda Advisory, we specialize in guiding founders like you through the complex transition from running your business to stepping into the next phase of your life. Whether that means handing the reins over to a new owner, entrusting your team to lead, or simply reclaiming your personal life, we’re here to ensure your transition is both successful and fulfilling.

We understand that this is not an easy journey—it's personal, emotional, and often feels overwhelming. But you don't have to do it alone. Our 4-step process is designed to give you clarity, support, and confidence as you navigate this transformation.

Step 1: Business Analysis

Our process starts with a deep-dive analysis of your business. This is far beyond just a financial review. Through hundreds of successful engagements, we’ve developed a comprehensive approach that includes 360-degree market research and insight from every angle—your people, your customers, and your suppliers.

This business analysis provides a unique understanding of your company’s strengths, weaknesses, and hidden opportunities. It also allows us to identify areas that could be holding you back from fully stepping away, and together, we’ll address those head-on.

Step 2: Planning

Once we have a clear understanding of your business, we’ll move to the planning phase. This is where we collaborate to set specific, measurable objectives that align with both your business goals and personal vision.

Whether your transition is focused on selling the business, transferring leadership to a management team, or taking a step back while remaining involved in a smaller capacity, we’ll help you map out the exact steps needed to make your goals a reality.

Step 3: Nurturing

In the nurturing phase, we focus on three key areas to ensure your business is prepared for transition:

Style: Does your leadership style and the culture you've built support a smooth handover? We’ll help you identify the right leadership approach to ensure the future success of your business without you at the helm.
Strategy: A clear strategy is essential for the transition. Whether you’re planning a management buyout, a merger, an acquisition, or stepping into a "Silent Founder" role, we’ll help you define a strategic roadmap with actionable steps.
Structure: One of the hardest parts of transitioning is knowing that your business can run without you. We’ll work together to design a structure that allows the business to thrive independently, ensuring that key systems and people are in place to continue operations smoothly.

Step 4: Execution

The final phase is execution. This is where all the planning and nurturing come together to make your transition happen. No matter the strategy, we’ll be with you every step of the way to ensure smooth execution.

We’ll provide the support and guidance you need to successfully hand over leadership, exit the business, or begin your new role with confidence