Growing sustainable businesses since 1973
We found our start in agriculture working with owners of orange groves more than 45 years ago. Growing from a seed planted in the agriculture industry, we have been helping it grow since our inception. We partner with owners of businesses delivering products and services from farm to table, creating strategies to cultivate growth in business, family, and community. We are experts in the complexities inherent with family influencing business decisions and developing strategies so your business is flexible and agile to respond to the constant environment of change.
We advise business owners on the 10 interdependent Succession Matrix® perspectives, to position your business for growth, to sell to a third party, or transition to the next generation. We leverage our more than 40 years of experience to provide clarity and a strong path forward.
What happens when you decide to take the next step towards the future you imagine…now? Business ownership by nature is risky; succession planning however creates strategies and structure to put you in control.
Resources
What is The Best Way to Address Uncomfortable Subjects?
Addressing uncomfortable subjects during a time of crisis should be no different than in normal times. It is about communicating clearly and ensuring proper expectations are being set. Anxiety is higher during times of crisis and if leaders and organizations are not communicating out to their people on an ongoing [...]
How do I measure the productivity of my new remote team and ensure they are being efficient?
Communication is key. We hear it all the time in all aspects of managing a team and running a business. However, when managing a remote team, whether new or old, communication has never been more important. It has to be done clearly, early and often. Performance expectations remain the same [...]
What Can I Do to Ease My Employees Anxiety and Worry?
A silver lining of COVID-19 is everyone is in the same boat as everything is new to all of us. We are in this together. The most critical thing we can do to ease our employees’ anxiety and worry is to communicate clearly and often. It is OK to share [...]
What Can Businesses Do To Prevent a COVID Like Interruption in The Future?
The unfortunate reality of a crisis, like COVID-19, is not every business survives. It is sad, but it is part of the correction that takes place when markets might be saturated, or where there might be underperforming units. Owners can work towards protecting themselves in the future by leveraging what [...]
Video: The Perfect Storm for Estate Planning Before Year End
2020 feels a lot like a Perfect Storm. A pandemic, political and social unrest, and economic turmoil. Depending upon when you watch this, you may be fretting about how the election will affect your asset portfolio and estate planning. David Weaver shares different estate planning opportunities to consider before year-end as well as a [...]
What Do I Do If People Want to Continue Working From Home After COVID-19 Shutdowns?
As companies have had to shift to remote work for an extensive period of time, it has raised the question of how remote work impacts company culture and performance. Some team members enjoy remote work and you may find their performance has not changed or may even be better. And [...]
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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.
