Resource for Ownership Intelligence
coop transition program

Cooperative Transition Program

Is your cooperative experiencing loss of members due to members selling their businesses to industry consolidators or competitive co-ops? Are your members’ succession plans failing, leading to business failure? Click to learn about the ROI CO-OP Transition Program.

 
Strategic Planning

Strategic Planning

When your enterprise needs to develop a relevant strategic plan to focus your organization’s vision, ROI has a process that will get you there.   Click to learn more.

 

 
Succession Planning

Succession Planning

The death of a family leader or exit of a key employee is not the time to start thinking about succession options. Our goal is to assure there is a succession plan in place at a time of transition.  Click to learn more.

 

 
Governance Planning

Governance Planning

Create a structure that will minimize family strife and bring alignment among family stakeholders/stockholders/investors of the wealth, while enhancing knowledge-sharing and communication. Click to learn more.