Succession Planning for Professional Services

Succession Planning for Professional Services2021-03-25T18:15:12-05:00

Professional Services Succession Planning- Turning Your Ideas Into Reality

Professional services business owners have a unique challenge. You are not in the widget business, you are selling proprietary knowledge, experience, expertise, and creating exceptional client experiences. As expert professional services succession planning advisors, we are in the service business too and we appreciate and understand first-hand the complexities of staying ahead of the competition. The foundation of our business is built on ensuring strategies are in place to protect our client’s businesses and families from unknown scenarios. Plan for your future with experts who know how to protect your business from the unknowns, while also helping you build strategies for multi-generational longevity.

Whether you are looking to grow your business and/or looking towards business transition, for the past 45+ years our meticulous attention to the probable, possible, potential details allow you to prepare and avoid any looming issue impacting your goals. We advise business owners on the 10 interdependent Succession Matrix® perspectives, to position your business for growth, to sell to a third party, or transition to the next generation.

What happens when you decide to take 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.

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Business Growth and Bench Strength: Recruitment, Retention & Development

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Succession is dependent upon SUCCESS, so it is just as much about today as it is about tomorrow. Growth, scaling your business, talent and culture are all essential dynamics addressed through succession strategies. And, there is nothing more valuable to the business than talent. Leadership bench strength is pivotal to [...]

Business Growth, Consolidation & COVID

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Whatever your vision is for your business, it is dependent on your business abilities to succeed through transitions – which is fundamentally the definition of succession planning. COVID 19, Supply Chain Issues, Talent Shortages, Consolidation, and Acquisitions are all examples of Transitions. So essentially, any change to our norm; represents [...]

Acquisition Done! Now What? Hitting the Ground Running After the Close

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Succession planning is about creating strategies to take control of the future based on your goals and vision. And if part of your vision involves growth through acquisition, you are in the right place. In this episode with Dan Gavin with Bernstein Private Wealth Management, Michael Rosendahl with PCE Investment [...]

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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.

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.

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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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