Manufacturing Succession Planning2021-03-25T18:16:31-05:00

Manufacturing Succession Planning

As manufacturing succession planning experts, 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.

From our experience in the manufacturing industry, 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 of your manufacturing succession planning.

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Recording: Virtual Q & A About Biden’s Proposed Tax Changes and Impact on You

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What you need to know about Biden's proposed policy changes, their impact on succession planning, and how to get back to business. The election is now behind us. We have a new president and a new party in control, which likely means policy changes. COVID-19 is still present, impacting our lives in [...]

COVID has flipped so much upside down, how will the new normal affect our culture?

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The more things change, the more they stay the same. The team of experts featured in the video talks about impacts on culture post-pandemic. The common takeaway revolves around remote work. As a business owner or leader who had to transition a team to remote work or an individual who [...]

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The Succession Planning 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.family-business-succession-planning

Click the following link for more drill-down resources on The Succession Matrix, or check out our Facebook post.

Sign up for our monthly e-newsletter to stay informed on how to overcome related succession planning issues.


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.

What is Changing In the Areas of Estate Tax?

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Planning Opportunities To Take Advantage of Now

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Leadership in Uncertain Times

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