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.
