Creating Your Future
From our experience in the manufacturing industry, we can relate to the process of building a product from start to finish and getting it out the door while ensuring quality, consistency, and efficiency. It involves a variety of nuances highly interdependent of each other. Managing supply chain, technology/machinery, process, and cultivating a high performing culture are just a few of the many influences impacting success.
As succession planners, we are experts in streamlining complex moving parts towards one focus, the legacy and lifestyle you have committed your life’s work to provide. Similar to the development of your product, through considering 10 interdependent areas of your business, we construct and implement succession strategies to achieve your long-term vision.
The number one thing business owners notice when they engage our services is a clear path forward.
What happens when you decide to takes 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
Video: The Perfect Storm for Estate Planning Before Year End
2020 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 before year-end as well as a [...]
Opportunities To Act On Before 2021
The Perfect Storm. You’ve probably seen the movie and this year, we all probably sense that we are making history from within a Perfect Storm of a pandemic, political and social unrest, and economic turmoil. I’ve read several articles recently that have borrowed that title to describe a different scenario - factors that have [...]
How Do I Navigate Family Business Dynamics If Only Some Family Want to Work In The Business?
The key is to navigating family business dynamics is to first identify WHAT you envision to be the family legacy. Is it the business, or is it what the business provides to the family? Once the legacy is determined, identifying who wants to be involved versus not, is critical to [...]
What Are Strategies To Help My Son & Daughter Work Better Together?
Conflict is inevitable in business, even more so in the family business. Understanding the impacts of differing personalities and behavioral traits is a key component for setting siblings up for success. Varying styles of communication, differing motivating factors and even differences in how one may handle stress can create unnecessary [...]
What Are Some Strategies For Addressing Uncomfortable Subjects During Times Of Stress?
In times of crisis or stress emotions are elevated, making it even tougher to have uncomfortable conversations. Some may view these conversations as conflict, but in reality they do not have to be. When in doubt, the truth is the best policy. Communicating with confidence, empathy and authenticity can get [...]
What’s The Best Message Leaders Can Send In Times of Crisis?
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 [...]
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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.
