Sale, scale, or succession.
Design is the owners' phase. Decide what you want from the business, see where it still leans on you, and leave with the roadmap to get there.
A workshop series. Real clarity on where the business stands.
The owners work through the business with an Adapt coach, on the platform from day one. A focused series, real shifts from things you sense to decisions you can act on.
- 01
An aligned vision, in writing
One direction the owners actually share.
The owners agree where the business is headed and what matters most, and put it in writing. The future stops living in different heads and becomes one direction you can make decisions against.
- 02
An ownership team that works
The owner group leading as one.
How the owners set direction, hold each other to account and make the big calls together. The alignment and trust that let a business be led by a group, and no longer carried by one person.
- 03
A clear read of how the business runs
Today's structure, the gaps, the risks.
A high-level map of the business across ownership, leadership and operations, and exactly where it still leans on you. The single points of failure and the knowledge that lives in one head come into the open.
- 04
Leaders ready to lead
Decisions that no longer wait on you.
Roles, accountability and decision rights, settled, so a senior team can act without routing every call back through you. The conditions for people to lead, and not only manage.
Clarity is the first asset you build.
Before you change anything, Design turns what only you can see into something the owners can decide on together.
And you leave with it in hand.
The documented vision, the handover design and the roadmap that carry the workshop series into real change.
- Your vision and priorities, documented and agreed by the owners.
- A map of where the business still depends on you, and what that dependency costs.
- An initial handover design, capturing the knowledge that lives only in your head.
- A sequenced, costed roadmap for what comes next.
- A clear decision — build it with Adapt, or on your own.
Built for owners with something worth protecting.
Design is for the owners of established, owner-led businesses, the ones where the value, the relationships and the knowledge still run through a handful of people.
Family businesses
Owners weighing succession, or getting the next generation ready to lead.
Owner-led SMEs
Privately owned businesses where the owner or partner group is still the bottleneck.
Expert-led firms
Professional, engineering, construction, IT and advisory businesses built on their people.
It begins with a clear look at the business.
We began with hesitation and evolved into solid outcomes around succession planning, future business directions, and enthusiastic team buy-in. We couldn't speak more highly of the process.
Hayley SwiftPlace Development Built on Succession Thinking®, the framework by Bill Withers.
The return on clarity.
Design is Phase one of Adapt Lumia. It is where the clarity gets built.
An owner-led business and one that doesn't need its owner are worlds apart in value.
The gap is the quiet cost of being the person everything still runs through.
Design is where you see it clearly. One direction the owners share, a map of where the business still leans on you, and a roadmap to change it. The value-creation decisions from this work compound immediately. It is where you decide to build the business around your people and a way of running that holds, instead of around yourself.
Design begins at $15,000
Common questions.
Who is in the room?
Design is the owners' phase. It is built for the owner, or the ownership group: the people who carry the direction and the risk. The wider leadership team comes in during Build.
How is it delivered, and over how long?
A facilitated workshop series with an Adapt coach, on the Adapt Lumia platform from day one, across up to sixty days. Coaching and the platform are included.
Does the price change for larger ownership teams?
Design begins at $15,000, and scales up to $25,000 with the number of owners and leaders in the room. You will know the full number before you commit.
What if we are not ready to commit to Build?
You are not asked to. Design ends with a clear decision and a roadmap that is yours to keep, whether you build it with Adapt or on your own.
See where the business still depends on you.
Under five minutes, no email. The Owner Independence Diagnostic shows your highest-risk area and the first move to make.