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.

Golden Handshake: Retaining Key People as Your Business Evolves

2022-04-20T10:24:13-05:00By |Advisor Collaboration, Multi-Unit Franchising, Succession Blog|

Multi-unit franchise owners continue to experience growth. As we have discussed in previous articles, one of the keys to developing sustainable growth is DUPLICATION of successful strategies. Another key to growth is the ability to scale effectively which boils down to process, procedures, and PEOPLE.  People are one of the most valuable assets to [...]

Growth Strategies: Creating the Right Mix

2022-04-20T10:35:29-05:00By |Advisor Collaboration, Multi-Unit Franchising, Succession Blog|

Infrastructure is essential to support multi-unit franchising growth.  Processes, procedures, marketing, talent, attractive culture, capital, and a keen eye for the legal technicalities are only a few of the diversity nuances that must be in sync for success. We recently asked Michael Einbinder, an attorney with Einbinder & Dunn LLP for growth insights from [...]

Nothing Has Meaning, But the Meaning YOU Give It

2022-06-09T17:25:06-05:00By |Advisor Collaboration, Agriculture, Video, Women In Leadership: Your Tribe|

We are all dealing with something, whether it be a small inconvenience that throws the day off or losing someone you love. Whatever we are mentally and emotionally juggling influences communication and interactions with loved ones, friends, and work settings. The ability to recognize what may be influencing our behaviors [...]

Duplication: Key to Creating Your Growth Playbook

2022-04-20T08:37:29-05:00By |Advisor Collaboration, Multi-Unit Franchising, Succession Blog|

Successful business leaders know how succession planning develops strategies to fulfill their long-term business vision, which includes business growth. Scaling your business from 5 to 10 units to 100 plus is a transitional process, which requires strong leadership, inspiring culture, talent, and vision. Profitable growth depends upon talent and teamwork as well as rock-solid [...]

People: Essential to Your Growth Infrastructure

2022-04-20T08:39:09-05:00By |Advisor Collaboration, Multi-Unit Franchising, Succession Blog|

Entrepreneurs are inherently drawn to franchising. Diversity of brands, the backing of known names in the marketplace like Wendy’s, Subway, and ACE, and support systems provided by the Franchisors. However, if you want to grow from a nice job of owning 1 or 2 units to building a business and owning 100+ it takes [...]

Doing Your Best When You Aren’t Feeling It

2022-03-22T14:36:26-05:00By |Advisor Collaboration, Manufacturing, Succession Blog, Video, Women In Leadership: Your Tribe|

Our best one day may be different from another. Waking up on the wrong side of the bed, dreary weather or processing grief in some way impacts how we show up for ourselves and others. We all come short of our goals sometimes. Disappointment and feeling unmotivated as a result [...]

Freedom of You – Letting Go of What “Other People” Think

2022-02-10T14:43:08-06:00By |Advisor Collaboration, Video, Women In Leadership: Your Tribe|

It is easy to get caught up in what other people think. You are humming along feeling good about yourself and what you are doing, and then WAP surprisingly, you hear someone is offended or took on a completely different meaning than what you expected. Your integrity and intentions were [...]

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