Complex Change in Family Business
Organizational culture, and decision-making. It seeks to give family business owners a deeper understanding of why significant transitions in family businesses can often get messy and three actions you can take to resolve underlying trauma.

Transformation: The New Future for Family Businesses Post Covid-19
The global pandemic has unleashed forces impacting businesses today and for decades to come. This white-paper describes how family businesses can adapt to this rapidly changing world.

Beating the Transition Odds
This article is a description of Allie Taylor’s dissertation in a popularized form. It describes the research problem, the results, and the application to the real business challenges of business owners in transition.

Allie Taylor’s PhD Dissertation
This is the full study completed by our senior partner, Allie Taylor for her PhD dissertation entitled ” The Psychology of Business Exits: Measuring Entrepreneurial Role-Identity Fusion”.

The M3 Framework for Successful Business Owner Transitions
Owners face three significant transitions: a) scaling through growth barriers; b) selling the business; and c) the hardest transition of them of all - family succession. This proprietary framework provides a flexible and holistic way to help business owners prepare for business transition without laborious, ill-fitting, and linear planning processes.

The Power of Exploration
3 out of 4 business owners are dissatisfied with the sale of their business within 12 months of the transaction. Building a truly satisfying exit from your business most definitely doesn’t start once you have the money in the bank or at the point of preparing to sell your business. Instead it starts with what we call the “exploratory” stage a phase of the business life cycle that starts years before your exit.. Building on years of experience and research Orange Kiwi provides insights designed to help owners successfully navigate their ultimate transition out of the business through sale or succession.

The Psychology of Exits
This white-paper is designed to provide actionable insights about the psychological challenges faced by owners when confronted with the concept of their own business transition and exit.

Seeing Below the Surface: The Wealth Manager & The Business Owner
Successful entrepreneurs are tremendous wealth creators. A generation is facing business exits. The wealth manager has a potential position of unique influence. New clients and new AUM are possible and this white paper offers a new approach that starts with unique psychology of the business owner.