Unlocking the Vault: A Guide for Business Owners Preparing for Transition
Exiting a business you’ve spent decades building is one of the most important decisions you’ll ever make.
Unlocking the Vault by John G. Griffin gives business owners a practical framework for planning ahead—so you can leave on your own terms and protect your legacy.
Why We Wrote This Book
Too many business owners delay succession planning until it’s too late. When illness, market downturns, or sudden offers force rushed decisions, owners often settle for less value and more stress than necessary.
Unlocking the Vault was created to change that. Drawing on more than 40 years of experience advising privately held companies across Louisiana and the Gulf South, John G. Griffin distills the core principles of effective business transition planning into a clear, actionable resource.
WHAT YOU'LL LEARN
The 7 Phases of the Business Transition Journey:
- Setting the Business Transition Objective
- Defining Your Business Transition Team
- Determining the Value of Your Business
- Enhancing the Value of Your Business
- Evaluating Business Transfer Pros & Cons
- Contingency Planning
- Wealth Transfer Action Plan
Whether you’re three years away or ten, this book will help you start the process with clarity.
Who Should Read It
- Owners of closely held or family-owned businesses
- Founders planning for retirement or liquidity
- Business owners unsure of who should inherit or purchase the company
- Anyone considering an ESOP or partial sale as part of their exit strategy
Get the Guide
UNLOCKING THE VAULT
Download the eBook
We offer Unlocking the Vault as a complimentary resource to qualified business owners and advisors.
Contact Us
Already Thinking About Next Steps?
While the book is a great starting point, every situation is unique. If you’re ready to discuss your own business transition goals, we’re here to help.
Visit our
Business Transition Plan – Process » page to see how we guide owners through succession.
Explore Who Gets the Business » to learn more about balancing family, employees, and external buyers.
Plan Early. Exit Confidently.
The sooner you start planning, the more options you’ll have. Download
Unlocking the Vault and begin shaping a transition strategy that protects your family, your employees, and the company you’ve built.