ABOUT US
Future First
Combining a rich history with years of estate and business planning experience, Insight Business Transitions helps family businesses preserve their legacies for years to come. Our well-developed and time-tested approach helps you clarify the future of your business, allowing you to move forward with confidence.
Over the years we’ve worked with hundreds of clients, many agricultural businesses, and it has given us insight into the complex issues faced when preparing to transition a business. We are here to help create a clear path to your future by providing the guidance you need, always putting your vision first.
OUR HISTORY
Our founder, Con Lynch, conceived and developed Insight Business Transitions from 35 years of estate and business planning as well as his own very personal family ranch experience. The three-generation ranch he was raised on did not survive into the fourth generation due to a number of factors, including premature death of the major operator, lack of communication among family members and incomplete strategic planning.
The sale of the ranch, instead of its transfer to the next generation, inspired Con to create the concepts and processes of Insight Business Transitions. Today he takes pride in helping other farm and ranch businesses plan for the future so their businesses can continue to be a source of pride and economic support for many future generations.
OUR SERVICES
The Insight Approach™ combines an understanding of your unique business processes, history, and relationships to develop a clear path to your future. We help find practical and mutually satisfying options customized to your specific business transition situation.
Using our proven approach, we help you focus on your ideal future, avoiding expensive, divisive and stressful legal conflicts.
We work alongside you and your trusted advisors, assuring that your direction is clear and your plans are implemented.
In pre-Christian Ireland, Stones of Accord were used to create a contract or agreement between individuals by shaking hands through the hole in the stone.
The concept of “accord” in relationships is paramount and the foundation of the Insight Approach™. We include the input and insights of multiple players involved in your business. Taking into account their specific views and comments, we are able to look forward and be proactive in planning for your future.
The Stone of Accord Transition Program™ combines five key phases with our proprietary tools to help us prepare a comprehensive plan for your business.
To continue to be successful, you must create habits that allow you to evaluate your progress and adjust accordingly.
The Successful Habits Program™ helps businesses continue the success of their previous planning through ongoing support.
In this program, we provide updates for the business on a one-on-one basis by conducting speed updates for our previous recommendations and planning. These updates often occur annually, or more frequently if a business has immediate needs or issues and serves as an opportunity for your business to meet regularly to refresh your milestones and planning.
Our annual Future-Proof Seminar™ is designed to help you anticipate and plan for economic and business trends that we foresee. Attending this seminar will allow you to continually plan for the complex and rapid changes in your economic and business environment.
Stone of Accord Transition Program™
In pre-Christian Ireland, Stones of Accord were used to create a contract or agreement between individuals by shaking hands through the hole in the stone.
The concept of “accord” in relationships is paramount and the foundation of the Insight Approach™. We include the input and insights of multiple players involved in your business. Taking into account their specific views and comments, we are able to look forward and be proactive in planning for your future.
The Stone of Accord Transition Program™ combines five key phases with our proprietary tools to help us prepare a comprehensive plan for your business.
Successful Habits Program™
To continue to be successful, you must create habits that allow you to evaluate your progress and adjust accordingly.
The Successful Habits Program™ helps businesses continue the success of their previous planning through ongoing support.
In this program, we provide updates for the business on a one-on-one basis by conducting speed updates for our previous recommendations and planning. These updates often occur annually, or more frequently if a business has immediate needs or issues and serves as an opportunity for your business to meet regularly to refresh your milestones and planning.
Future-Proof Seminar™
Our annual Future-Proof Seminar™ is designed to help you anticipate and plan for economic and business trends that we foresee. Attending this seminar will allow you to continually plan for the complex and rapid changes in your economic and business environment.
STONE OF ACCORD PHASES
Phase 1 – Initial Analysis Set a realistic vision for the futureWe use our Baseline Analysis Process™ to gain initial insight into your business and its structure. We review your current business goals, documents, plans, mission statements and financial information to get a 360-degree view of your business that will influence future planning.
In our Frontline Audit™, we interview key business members and employees to get their insights into the operation of the business. We also interview your primary professional advisors (usually, your accountant, attorney, insurance agent, lender and financial planner), so their historical perspective is included.
Based on the information we receive and review from Phases 1 & 2 of the program, we use our Bypass Mindset Formula™ to evaluate the capabilities of your stakeholders and business and formulate recommendations and suggestions custom-crafted for your business.If everyone is in agreement, we proceed to Phase 5 of the program – Managed Implementation. If not, we proceed to Phase 4 to facilitate any additional commitments and agreements that may be necessary.
If there are any obstacles or disagreements relating to strategies, we reformulate recommendations and facilitate tough decisions.
We outline and set milestones and accountability structures using our Strategic Milestone Tracker™ so recommendations can be monitored and implemented. We evaluate what resources and people will be necessary to implement the strategies, decide on the completion dates for key milestones and determine how success will be measured.If necessary, we will continue to work with you to deal with any implementation issues and adjust recommendations.
TESTIMONIALS
EVENTS
Con Lynch is a compelling speaker and leader in his field, with practical knowledge of business and real-world experience. Request Con as a speaker for your group or association. Register to be notified of Con’s upcoming speaking events.
Upcoming Events
Join us for our 11th Annual Future-Proof Seminar™ for thoughtful discussions to help you anticipate and plan for economic and business trends. Expand your thinking. Learn from others. Continuously plan for extraordinary change.
Past Events
Register to join Con Lynch for an overview of the pending State and Federal tax code changes that may impact your plans if enacted.
Join us at our 10th Annual Future-Proof Seminar™ for thoughtful discussions with featured guest speakers designed to help you anticipate and plan for future economic and business trends. Expand your thinking. Learn from others. Continuously plan for extraordinary changes in your economic and business environment.
Join founder Con Lynch at Western Video Market’s Reno sale for an interactive breakthrough seminar. Insight Business Transitions was conceived from years of estate and business planning fueled by Con’s own family ranch experience. The ranch he was raised on did not survive to the next generation. Join the conversation.
Engage all family members in transitioning the Ranch/Farm successfully. This workshop focuses on simplifying the succession process by giving tools to guide your individual plan.
This seminar is designed to help future entrepreneurs to anticipate and plan successful integration and transition into the family business. Attending this seminar will allow you to focus on changes in your economic and business environment.
Our 8th Annual Future-Proof Seminar™ theme is “Bigger, Better, Faster.” Join us for a thoughtful discussion and learning experience designed to help you anticipate and plan for future-focused economic and business trends. Expand your thinking and learn from others. Attending this seminar will allow you to continually plan for the complex and rapid changes in your economic and business environment. Space is limited. Pre-registration is required.
Founder, Con Lynch shares how ranch businesses can plan for the future so their businesses can continue to be a source of pride and economic support for many future generations. Insight Business Transitions was conceived from years of estate and business planning fueled by Con’s own family ranch experience. The ranch he was raised on did not survive to the next generation. Will your ranch survive a business transition? Join the conversation. This is a complimentary presentation.
CONTACT US
Is your future changing? Is your direction clear?
Looking for clarity on what’s next for your business? Get in touch with us to learn more about our process, work and how we can help.
