Are there things about your business that no one else knows?

 
 
 
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Get it out of your head with Momentum Shift®.

It’s hard to focus on the big picture when you’re worried about what would happen if you weren’t around to run the show.

It’s no wonder that owner/operators lose sleep. They’re anticipating all the ways things could come unglued if they’re not there.

That’s no way to live.

 
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Give yourself peace of mind with an Operations Will®.

We’ve figured out how to capture all of the must-know information from business owners and operators. Now, each and every one of those “what ifs” that keep you up at night can finally be put to bed.

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Transition your operations without missing a step.

All of the institutional knowledge that right now only you know? That is the key to unlocking the value in your business — and in the market. You gotta give ‘em a playbook.

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Get out of your own way.

The only thing standing between you and a clear head is the all of the stuff stuck in there. Things only you know. Put it all on paper — and to good use — with an Operations Will™. Your future self will thank you.

 

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Breathe

We get it. Building a business can feel like a battle of attrition. Take a deep breath — you’re in the capable hands of Momentum Shift®. We know just how to take information and use it to set you up for success.

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Collect

We’ve built a unique framework to identify and capture the key information that unlocks the success of your succession. Momentum Shift® puts it all into context in a one-of-a-kind Operations Will and living document. Pssst! Pass it on.

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Create

Momentum Shift® is the business service that extracts institutional knowledge (all the stuff in your head) and keeps it safe in a comprehensive report that can be delivered to the next person in charge.

 

Is it time to sell?

Elevate the offer. Turn your Operations Will® into an Owners Manual and sweeten the deal.

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