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.
Featured Resources
Strengthening and Maintaining the Heartbeat of Your Business
Succession Success™ is not simply about you getting your “ducks in a row,” it is also highly dependent upon the predictability of profits, ability to grow, strength and depth of your management team and a unified vision for the future
Are Emotions Tearing Your Business Apart?
Bloodline or not, you truly care about the welfare of each of your partners, managers, employees, and their families. Frequently, it is our emotions that get in the way of productivity, teamwork, and Succession Success™
What Type of Legacy Do You Want to Leave?
The business ultimately takes on your values, goals and objectives. Therefore, identifying and clearly communicating your goals and vision for the future is critical to business succession. Your family, management team, and employees look to you for leadership.
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.
Conflict, lack of governance policies, family trauma, and addiction are just a few of family dynamics that impact business culture, performance, leadership retention and strategic decisions. There is no business gain worth a family loss, and; you can’t run a business like a family or run a family like a business.
Our decades of experience facilitates positive outcomes and efficiently addresses the possible, probable and potential issues impacting the value of your business, allowing you to live the lifestyle you want and achieve your long-term business vision.
The Succession Matrix®, a 10-Point Perspective
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.