Technology & Software Succession Planning

Technology & Software Succession Planning2023-11-06T18:33:15-06:00

Innovative Growth & Succession Strategies for Technology & Software Businesses

The technology and software business are inherently entrepreneurial. In software and technology-focused businesses, whether they involve family members or not, the bonds formed are strong. We specialize in navigating the complexities associated with software and technology succession planning decisions and developing effective strategies that make your business adaptable and responsive to the ever-changing environment.

Business growth, developing the next generation of leaders, ensuring fairness within the family, overcoming generational conflicts, and transforming your business to align with evolving customer preferences and economic pressures are some of the common challenges our clients face. We collaborate with our clients to find solutions for these issues and support them in achieving success.

It is important to understand that succession planning should not be confused with exit planning. While exit planning focuses solely on the process of leaving the business through a sale or transfer, succession planning goes beyond that to address the possible, probable, and potential issues that can impact your vision. Succession planning is about turning your vision into reality.

We specialize in a comprehensive approach to succession strategies, taking into account your current situation and using our unique Succession Matrix® to identify and overcome the key issues affecting your vision. Whether you’re preparing your business for growth, planning to sell to a third party, or transitioning to the next generation, our 45 years of experience in technology and software succession planning allow us to offer clear guidance and a customized path forward.

Business ownership inherently comes with risks; however, succession planning empowers you by providing strategies and structure to take control. Our team of experienced technology and software succession planning specialists is dedicated to making the succession process seamless for your family business. So, when you are ready to take the next step towards the future you envision, we are here to guide you through the process.


Navigating Succession Planning: A Journey of Innovation and Leadership

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Join us as Joe Jankowski, the Managing Member of Armatus Dealer Uplift, shares his inspiring journey of founding Armatus Dealer Uplift. Joe's story began with his experiences as CFO and CEO of an automotive group, where he faced numerous challenges, including navigating the termination of GM and Chrysler franchises in [...]

Beyond Generations: A Blueprint for Family Business Succession Success

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In this enlightening video, Joe Jankowski, Managing Member of Armatus Dealer Uplift, shares his journey and the profound impact a holistic approach to succession planning has had on his family business, relationships, and overall business trajectory. Key Insights: Discover the secrets behind Joe's success story as he delves into the [...]

Mastering Family Business Succession: Armatus Dealer Uplift Case Study

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In this video, Joe Jankowski, the Managing Member of Armatus Dealer Uplift, provides his experience as a family business owner in strategic succession planning. In this enlightening video, Joe dispels common misconceptions surrounding succession planning and offers invaluable insights into the multifaceted nature of this critical business endeavor. Debunking Myths: [...]

Succession Secrets: Key Insights for Seamless Leadership Transition

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Discover the secrets to seamless succession planning and sustainable family business growth in this video featuring Joe Jankowski, Managing Member of Armatus Dealer Uplift. In this video, Joe shares invaluable insights drawn from his own experiences, advocating for the indispensable role of a third-party perspective in ensuring a smooth transition [...]

Family Business Succession Planning: Armatus Dealer Uplift’s Journey

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In this video, Joe Jankowski shares his remarkable journey through the world of succession planning as a family business owner and the inspiring story behind Armatus Dealer Uplift. Legacy Preservation: Discover how Joe's encounter with The Rawls Group in 1999 transformed the destiny of aging family business owners determined to [...]

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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

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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