Business Succession Planning
Growth • Family • Legacy
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 succession planning process 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.
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.
The structure of your business impacts taxation, control, and access to cash flow.
Achieve and maintain a high level of performance before succession occurs.
Know where you want to go and how to get there to end up in the right place.
Improve family relationships to help achieve your business goals and succession vision.
Establish Family Governance processes to sustain a business through multiple generations.
3-Phase Business 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.