Business Succession Planning
Whether your long-term goal is to sell the business or keep it in the family, let us help you bring all the pieces together.
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Our 360° Approach
Business succession planning doesn’t have to be complicated. The desired result is pretty simple: Your business should continue to thrive and grow for future generations.
Our decades of experience will streamline the process, efficiently handling all details that impact the value of your business and its ongoing success.

The Succession Matrix®, a 10-Point Perspective

Family issues, management turf wars, mediocre performance, unprepared successors, and key manager retention are just a few of the common concerns you may be facing. We pinpoint the problems, untie the knots, and help you build a strong, sustainable business that lasts for generations to come.
We evaluate and approach your business from 10 unique, yet highly-connected, perspectives, providing a 360° view of your environment.
With no stone left unturned, you can have peace of mind that your goals will become your achievements.
This is a complex process we walk you through. Click here to learn more about the succession matrix.
Owner Motivation & Perspective
Motivation and perspective establishes operating direction and performance expectations.
Personal Financial Planning
Use the fruits of your labor to build personal financial security independent of the business.
Successor Preparation
Learn and apply six key attributes for evaluating your potential successors.
Leadership & Management Continuity
Identify, motivate and retain highly-qualified employees.
Management Synergy & Teamwork
Teamwork is not a natural behavior in business. But team dynamics can be taught.
Business Structuring
The structure of your business impacts taxation, control, and access to cash flow.
Business Performance
Achieve and maintain a high level of performance before succession occurs.
Strategic Planning
Know where you want to go and how to get there to end up in the right place.
Family Dynamics
Improve family relationships to help achieve your business goals and succession vision.
Family Governance
Establish Family Governance processes to sustain a business through multiple generations.


3-Phase Succession Process
Addressing current business issues and long-term decisions can be overwhelming, especially when emotions are involved.
Our process relieves business-family anxieties by simplifying what can be a complex planning environment.
As you begin your journey, remember, succession planning is a process, not a project.
We work in a three-phase process that is comprehensive yet allows for the needed flexibility as circumstances may require. We tell the truth, and sometimes it is difficult. However, our honest assessment of your current situation is only told in an effort to allow you to achieve your goals. With regular attention, you can find the gratification that comes from knowing you’ve done everything you can.
The best time to plan for your legacy is now.
Get in touch, and we’ll help you take the first steps.