Advisor Collaboration

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 Succession Matrix, which includes but are not limited to Organizational psychology, Strategic Planning, Estate Planning, Family Governance, Family Therapy. Planning for the future is a complex endeavor, we leverage the expertise of advisors working with your or bringing in 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.

How Do You Navigate Business Transitions When Next-Gen Is Not Interested In The Family Business?

2020-09-22T10:06:52-05:00By |Advisor Collaboration, Burning Questions, Video|

When the next generation of family does not want to keep the business going, there are options available. You can liquidate, sell or keep the business long after you are gone. You first have to identify what your goals and vision look like, and then you need to rely on [...]

What You Should Consider If Family Is Not Interested In Working In The Dealership?

2020-09-21T14:26:46-05:00By |Advisor Collaboration, Burning Questions, Video|

Just because your kids do not want to be involved in the business, does not mean you are out of options for maintaining the legacy. The last thing you want to do is force your business down to the next generation who may not have the same passion for it, [...]

How Can Businesses Who Depend Upon Customer Interactions Thrive in a COVID-19 Environment?

2020-08-25T14:18:44-05:00By |Advisor Collaboration, Burning Questions, COVID 19: The Path Forward, Video|

As a team, make the right decisions, communicate often and be flexible are key elements for businesses who rely on customer interactions. There is no question customers are going to want continued personal interaction, it just may look and feel different. Bill Lowman, Partner with Shuffield Lowman advises businesses to [...]

As a Dealer, What Should I Consider as Dealerships Start to Reopen?

2020-08-25T14:10:35-05:00By |Advisor Collaboration, Burning Questions, COVID 19: The Path Forward, Video|

Bethany Lynch with MCM CPAS and Advisors and Dan Iosue and Champ Rawls with The Rawls Group offer insight into how dealers can successfully start to reopen. Key points to consider: Have a plan in place and communicate it to your people. Take into consideration your state and local guidelines [...]

What’s The Best Message Leaders Can Send In Times of Crisis?

2020-08-24T13:00:26-05:00By |Advisor Collaboration, Burning Questions, COVID 19: The Path Forward, Video|

We often get too focused on what we are going to say to our customers and clients and forget about our employees. It is critical your employees are informed well before your clients. This provides a sense of being safe and protected and keeps the rumor mill from churning, while [...]

What Does the New Normal Look Like for Multi Unit Franchisee During and Post COVID-19?

2020-08-24T13:50:26-05:00By |Advisor Collaboration, Burning Questions, COVID 19: The Path Forward, Video|

Flexibility and building trust are cornerstones as we move into the new normal. Safety protocols will continue to evolve and franchisees will need to be flexible in order to continue to navigate them. Kim Kraemer with Citrin Cooperman Accountants & Advisors, Michael Einbinder with Einbinder & Dunn LLP, Jeff Bannon [...]

What Should I Be Sharing, As A Leader, In Times Of Crisis?

2020-08-24T12:32:59-05:00By |Advisor Collaboration, Burning Questions, COVID 19: The Path Forward, Video|

Confidence, compassion, transparency and listening are four keys for sending the best message to your people during a crisis. As leaders we need to be authentic, relatable and be willing to show our human side.  Jenny Cybul with Bennet Thrasher and Dan Schneider with The Rawls Group talk about the [...]

What to Consider As Business’ Start to Re-Open?

2020-08-28T08:52:13-05:00By |Advisor Collaboration, Burning Questions, COVID 19: The Path Forward, Video|

The biggest consideration for business owners as you start to reopen is ensuring the safety for your people, customers and communities. It is your job to ensure you get your people back to work safe, and that your protocols and process are clearly documented and communicated. Matthew Scully with Burr [...]

Episode 11: What can you do to protect your multiples and values during times of transition?

2020-07-16T20:28:59-05:00By |Advisor Collaboration, COVID 19: The Path Forward, Operational Excellence & Business Performance, Succession Podcast|

Key to protecting the value of the business, is a leader who is an agent of change. Listen in to hear Tom Olney, from OWL Automotive Consultants provide insight into what that means. As you listen to this episode you will walk away with key take a-ways and will realize you [...]

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