Advisor Collaboration

Advisor Collaboration2020-08-25T08:46:30-05:00
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The old African proverb “It Takes a Village” illustrates the impact of a team approach to succession planning. Collaboration and different expert opinions is critical to ensure the possible, probable and potential issues impacting your goals are addressed.

Our succession planners provide expertise in the areas of the Succession Matrix, which includes but are not limited to Organizational Psychology, Strategic Planning, Estate Planning, Family Governance and Family Therapy.

Planning for the future is a complex endeavor and we leverage the expertise of advisors working with you or bringing in when needed

such as Attorneys, CPAs, Bankers, Wealth Managers and Operational Experts, to name a few, to address the complexities of capital intensive privately held organizations.

The following highlights our strong network of qualified valued relationships and critical expertise for facilitating succession strategies.  Succession planning is complex as it involves complex people, feelings and events outside ones control. Many suffer from the “I don’t know what I don’t know” environment leaving their dreams vulnerable. One could let the learning go to a very deep place inside, because you may not be completely aware of how important it is yet.

Featured Resources

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The Succession Matrix 

Many people put off succession planning because they think it means retirement, exit and the end. However; succession planning is just the beginning.  It gives the owner options in terms of what “their next” looks like, whether that be growth, philanthropy or a new business venture.  Our process focuses are addressing 10 key areas  of what we call the Succession Matrix.

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.

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