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
COVID has flipped so much upside down, how will the new normal affect our culture?
The more things change, the more they stay the same. The team of experts featured in the video talks about impacts on culture post-pandemic. The common takeaway revolves around remote work. As a business owner or leader who had to transition a team to remote work or an individual who [...]
How Can a Leader Make Decisions In Uncertain Times?
A common theme emerged from this group of experts as we discussed how leaders can make decisions in uncertain times. Simply, decision-making should be the same as certain times. The real difference when the unknown hits are how leaders respond and what pace they respond and not necessarily in the [...]
How Do I Make Decisions In Uncertain Times?
With COVID-19 and a change in president the variables feel like they are changing every day. What will be the new policies, will we be able to remain open for business, can we even set goals and a strategy for 2021? Bill Lowman with Shuffield Lowman and Ryan Kerrigan with [...]
Video: The Perfect Storm for Estate Planning
2021 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 as well as a few "Gotcha's" [...]
If behaviors change due to COVID-19 how do we re-calibrate our culture?
An event like COVID-19 forces organizations to change, from day-to-day operations to how we interact with our people, customers and community. Strategic planning provides an impactful process to integrate COVID 19 learnings into the business. If there is a Strategic Plan on The Shelf, which we refer to as SPOTS, [...]
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 [...]
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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.
