We are a Boutique Multigenerational Consulting Firm for Select Owners & Families

Serving nationally from our offices in Cleveland and Pennsylvania, our team brings decades of specialized experience in transition planning.

Founded on Business Planning Experience

Liminal Partners draws its meaning from the Latin word “limen,” signifying a transformative threshold. Our firm emerged from the merger of three established advisory practices: 3-D Excellence LLC, TransitioNext Advisors, and 3D Integration. Together, we help address the planning needs of business owners through two complementary service organizations.

A family together on vacation walking along the ridge of a dramatic mountain range, illustrating the time you could free up to enjoy with your family when you have a your business financial planning worries in good hands.

Our Mission

Our mission is to help business owners protect their family, business, and ownership interests through integrated planning that reduces risk, builds wealth, and improves tax efficiency.

Guiding Principles

Strategic Focus

Addressing Complex Planning Considerations

Professional Ethics

Operating with Transparency.

Collaborative Solutions

Working Together to Develop Approaches

An AI generated image that recalls the 3-sided pyramid, to illustrate Liminal's 3D approach to financial and succession planning.
An AI generated image that recalls a series of doorways, Liminal's eponymous image.

Leadership Team

Are your family, business, and ownership prepared?

Access Integrated Transition Planning