Next Cohort Starts November1st: Apply Now!
For business owners who are in succession, or will be in the next 5 years:
Exit With Clarity, Confidence, and Peace of Mind
Don't Let Your Life's Work Drop In The Handoff
Succession Lab helps you prepare successors, align leaders, and gives you peace of mind that your life’s work will thrive after you step away.
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Here's why you can trust us
20+ Years
Of Succession Experience
30+ Exits
Hands On Experience
100+
Leaders Coached
$5M-$180M
Advised Exits From $5M to $180M
Jerry Mullins
Dan's insight and support was instrumental in helping our family business through its second transition.
Maili Morrison
Dan has been instrumental in helping our team navigate C-level succession
Brady Wilkerson
Dan's expertise in succession has been especially valuable during our transition
Jacob Neighbors
Post-Exit Entreprenuer
Patrick was crucial in our exit and understands the mechanics of succession at a very high level.
Daniel Ross
Patrick unites teams, even in high-stakes boardrooms, and builds trust where egos often collide.
James Clabo
Retired Owner
Patrick helped us exit in a way that very few could have done. His talent and leadership are top tier.
Linn Hokkenan
Dan helped us determine that we did not have a viable successor and then helped us get ready for sale.
Phil Mancke
Dan has helped us understand the special nature of a family-owned business and led us to more effective communication strategies
THE COST OF GETTING IT WRONG
Trusting CPAs
to solve people problems
These don’t just slow you down—they fracture families, drain culture, and slash enterprise value. Most failures aren’t financial; they’re human: fear, identity loss, misaligned leaders, and unprepared successors.
THE CO$T OF GETTING IT WRONG
Successors left
unprepared
Families fractured by unspoken expectations
Most owners focus only on the numbers, listen to transaction-focused brokers, avoid hard conversations, or death grip the business. These failures don't just cost money, they cost trust, legacy, and freedom.
Owners trapped because no one else can lead
Value destroyed when culture and systems collapse
THE CO$T OF GETTING IT WRONG
Successors left
unprepared
Families fractured by unspoken expectations
Most owners focus only on the numbers, listen to transaction-focused brokers, avoid hard conversations, or death grip the business. These failures don't just cost money, they cost trust, legacy, and freedom.
Owners trapped because no one else can lead
Value LOST when culture & systems collapse
WHAT MAKES SUCCESSION LAB DIFFERENT?
We Address The Human Dynamics Most Advisors Can't Fix
with our proprietary process:
The PIVOT™ Methodology
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Address the root causes that derail transitions — creating clarity, trust, and alignment across your organization.
Identify and resolve risks early through individual and organizational assessments that expose blind spots before they become problems.
Reduce owner dependency by developing capable leaders and a culture that runs without you.
Build transferable value with processes and assets that strengthen operations and increase what your business is worth.
Navigate family and leadership dynamics with confidence—restoring understanding, respect, and unity during the transition.
WHAT MAKES SUCCESSION LAB DIFFERENT?
We Address The Human Dynamics Most Advisors Can't Fix
with our proprietary process:
The PIVOT™ Methodology
Address the root causes that derail transitions — creating clarity, trust, and alignment across your organization.
Identify and resolve risks early through assessments that expose blind spots before they become problems.
Reduce owner dependency by developing capable leaders and a culture that runs without you.
Build transferable value with processes and assets that strengthen operations and increase what your business is worth.
Navigate family and leadership dynamics with confidence—restoring understanding, respect, and unity during the transition.
MEET YOUR TEAM
Dan Mcarthur
Dan is an organizational psychologist, executive coach, and trusted advisor to leaders and family enterprises navigating growth and succession. For over three decades, he’s helped organizations strengthen communication, culture, and trust at the highest levels. Dan’s work blends psychological insight with practical facilitation—helping leaders and families surface unspoken dynamics, resolve conflict, and align around a shared vision for the future.
Patrick Cahill
Patrick Cahill is a Certified Exit Planning Advisor (CEPA) who has supported more than 20 ownership transitions, including a private equity–backed exit. His firsthand insight into exit dynamics led him to expand his successful marketing career into organizational psychology and leadership, bringing a rare blend of creative, strategic, and system-aware thinking to help founders protect value, align people, and step away with confidence and peace of mind.
How It Works In 3 Steps
1
APPLY
Complete a short application so we can learn about your business, goals, and timing for transition.
2
CONNECT
If it’s a good fit, we’ll schedule a discovery call to explore your situation, review your readiness, and identify your biggest opportunities.
3
BEGIN THE JOURNEY
If we’re confident we can help, you’ll be invited to join the next Succession Lab cohort and start your transition plan.
How It Works In 3 Steps
1
APPLY
Complete a short application so we can learn about your business, goals, and timing for transition.
2
CONNECT
If it’s a good fit, we’ll schedule a discovery call to explore your situation, review your readiness, and identify your biggest opportunities.
3
BEGIN THE JOURNEY
If we’re confident we can help, you’ll be invited to join the next Succession Lab cohort and start your transition plan.
MEET YOUR TEAM
Dan Mcarthur
Dan is an organizational psychologist, executive coach, and trusted advisor to leaders and family enterprises navigating growth and succession. For over three decades, he’s helped organizations strengthen communication, culture, and trust at the highest levels. Dan’s work blends psychological insight with practical facilitation—helping leaders and families surface unspoken dynamics, resolve conflict, and align around a shared vision for the future.
Patrick Cahill
Patrick Cahill is a Certified Exit Planning Advisor (CEPA) who has supported more than 20 ownership transitions, including a private equity–backed exit. His firsthand insight into exit dynamics led him to expand his successful marketing career into organizational psychology and leadership, bringing a rare blend of creative, strategic, and system-aware thinking to help founders protect value, align people, and step away with confidence and peace of mind.
Confidence In Your Successor
You know the business will thrive without you because the next leader is truly ready.
Protected Key Relationships
Family, partners, and employees move forward with trust and clarity.
Maximized Value & Legacy
The business is stronger, more transferable, and positioned to outlast your involvement.
Peace Of Mind
You leave on your own terms—fulfilled, secure, and proud of what you’ve built.
Let’s make your transition a success story.
Confidence In Your Successor
You know the business will thrive without you because the next leader is truly ready.
Protected Key Relationships
Family, partners, and employees move forward with trust and clarity.
Maximized Value & Legacy
The business is stronger, more transferable, and positioned to outlast your involvement.
Peace Of Mind
You leave on your own terms—fulfilled, secure, and proud of what you’ve built.