This is where we hit the ground running.

Phase II generally lasts about 12-18 months and is a highly collaborative and creative environment for developing solutions to meet your needs. What is referred to as an “Update Action Agenda” is used to organize and prioritize your most pressing projects amongst the planning team. This phase engages all players that are critical to the future success of your business including you, family members, key managers, and strategic advisors.

At the end of Phase II, strategies have been established and set in motion. With succession planning being an ongoing process, there will be long term strategies that will need further attention such as successor development, strategic planning initiatives, management teamwork, etc. However, rest assured that before Phase II is over, your most pressing needs have been pro-actively addressed.