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.


Succession Planning Insights: Navigating the Entrepreneur’s Dilemma

By |

In this insightful video, Joe Jankowski, the Managing Member of Armatus Dealer Uplift, the nation's leading Retail Warranty Reimbursement service provider, discusses the initial challenges he encountered when starting his succession planning journey. As an entrepreneur, your business is not only a reflection of your identity but also a vital [...]

Succession Planning Success: Insights from Joe Jankowski | Armatus Dealer Uplift

By |

Learn from Joe Jankowski, the Managing Member of Armatus Dealer Uplift, as he takes you through the intricate succession planning process for his family business. In this video, Joe shares his triumphs, challenges, and valuable insights to inspire and guide you in your succession planning journey. Navigating Succession Planning: Discover [...]

Succession Planning Transformation: Joe Jankowski’s Inspirational Journey

By |

A Business Owners Story Join us as Joe Jankowski, Managing Member of Armatus Dealer Uplift opens up about his unexpected experience with succession planning, a story that not only revolutionized his business but also profoundly impacted his entire life. Embracing Change in Family Business: Discover Joe's initial resistance to outside [...]

Succession Planning in Family Business: First-Hand Experience

By |

In this video, Joe Jankowski, a respected family business owner and the Managing Member of Armatus Dealer Uplift, the nation's premier Retail Warranty Reimbursement service provider, shares invaluable insights for business owners skeptical about investing in succession planning. Business Longevity & ROI: Learn from Joe about the significance of having [...]

Contact Us

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.


What is Changing In the Areas of Estate Tax?


Planning Opportunities To Take Advantage of Now


Leadership in Uncertain Times

Go to Top