Atlantic Canada's Business Transition Specialist

Over 1000 Successful Transitions

Sara Phelan

BIO:  Sara is a Succession Planning Consultant, an Entrepreneur, a Mentor and Trainer with over 15 years’ experience maximizing organizational performance through Strategic Planning, Operational Management and effective communication.

Since joining the CBI Team in 2011, Sara has worked with companies in a wide range of industries including; manufacturing, retail, distribution, professional services, food service and hospitality industries.

Having had her own business and faced and exit and counseled many other entrepreneurs to do the same, Sara has seen firsthand the costs associated with being unprepared for business transition and has developed a program to work closely with small to medium sized enterprises in planning for transition. Helping entrepreneur’s roadmap their businesses to make informed logical decisions to increase business value and realize success in transition and exit. Versed in Marketing, Strategic Business Planning, New Business Start Up, Sales and Service Training, Team Development, Operational Management, and Human Resources, Sara has a solid understanding of the challenges and opportunities to be realized.

She is a recipient of a Young Entrepreneur of the Year award and has been recognized for her dedication to business and community involvement. An active participant with Women in Business Initiative, Sara has served as chair and director on a number non profit and community economic development boards.