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 I measure the productivity of my new remote team and ensure they are being efficient?

2020-11-17T13:52:12-06:00By |Advisor Collaboration, Burning Questions, COVID 19: The Path Forward, Video|

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 is The Best Way to Address Uncomfortable Subjects?

2020-11-17T20:30:49-06:00By |Advisor Collaboration, Burning Questions, Video|

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 Can I, as a Car Dealer, Be More Pro-Active When Business Disruption Events Happen?

2020-11-19T21:38:46-06:00By |Advisor Collaboration, Burning Questions, Video|

There is an old adage, “Never let a good crisis go to waste,” and COVID-19 is providing a lot of opportunity for us to learn and protect ourselves from a future crisis. Back in 2008-09 businesses learned the importance of having cash on hand, minimizing costs, cross training talent and [...]

When the car business gets back to “normal,” how should we approach if people want to continue working from home?

2020-11-17T15:31:51-06:00By |Advisor Collaboration, Burning Questions, COVID 19: The Path Forward, Video|

Some teams who have been forced to work from home may want to come back, and others may want to continue working remotely. What works best for the company culture and performance is unique to each situation. To set your team up for success review and create policies, procedures, expectations, [...]

What Can Businesses Do To Prevent a COVID Like Interruption in The Future?

2020-11-17T20:11:18-06:00By |Advisor Collaboration, Burning Questions, COVID 19: The Path Forward, Video|

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 [...]

What Can Car Dealers Do to Prevent Interruptions, Like COVID, In the Future?

2020-11-17T20:56:41-06:00By |Advisor Collaboration, Burning Questions, Video|

Technology is one of the biggest areas of change for dealers coming out of COVID-19. Digital and online technology has enabled dealers to provide an enhanced and unique customer experience while keeping employees and customers safe. Customers are able to browse and buy vehicles, navigate the F&I process, schedule pick-up and [...]

What Do I Do If People Want to Continue Working From Home After COVID-19 Shutdowns?

2020-11-17T20:22:36-06:00By |Advisor Collaboration, Burning Questions, Video|

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 [...]

Since Business Disruptions are Expected, How Can We Learn from COVID-19?

2020-11-17T20:25:38-06:00By |Advisor Collaboration, Burning Questions, Video|

Navigating a global pandemic is tough enough to do, more so when there are direct impacts on our day-to-day businesses. However, the silver lining when going through something like COVID-19 is the enormous amount of intelligence and insight we gain. We can’t predict the future but we can position our people [...]

How Do You Re-Calibrate Culture on The Other Side of a Crisis?

2020-11-17T20:32:37-06:00By |Advisor Collaboration, Burning Questions, Video|

The upside to COVID 19 is it forced creative thinking which revealed new strategies to meet customer needs, keep businesses alive and people employed. So how do you take what you have learned and apply it towards the future? Strategic planning is a critical piece of the puzzle. For organizations [...]

Go to Top