The new year brings change, and with change comes uncertainties – often leading to fear, anxiety, and worry of the unknown.

If there is one thing that is for sure, change is imminent. It is the one constant on which we can count.  It can get so complex that dealers either don’t engage in it – or tell themselves they are not there yet.

We take the complexities of the planning and break it down into consumable intense focus areas. We call this the Succession Matrix®, and these key areas build business value today and into the future, while achieving your succession goals:

  1. Owner Motivation & Perspective
  2. Personal Financial Planning
  3. Business Structuring
  4. Business Performance
  5. Strategic Planning
  6. Leadership and Management Continuity
  7. Management Synergy and Teamwork
  8. Successor Identification and Preparation
  9. Family Governance and Family Dynamics

As we enter into this new year of change, consider these key areas which significantly impact each other.

Click the following link to read Kendall Rawls’s post on the Digital Dealer website titled:  9 Areas That Build Value in Your Dealership

Read the article and then reach out us to get some insights on your own situation. Even if you don’t become a client, a few moments with us may help you save years of difficulties. Contact Us


The Succession Matrix

Want to have control over the future of your business?  The best way to do just that, is having a plan.  Our approach in considering the 10 key areas of the Succession Matrix simplifies a complex planning environment.  Click the following link for more drill down resources on The Succession Matrix

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Contact us and we can help you with insights, other resources, and see if it makes sense to work together. At the very least, in 30 minutes, you may get some ideas you can apply to your business right away.