A 10-Point Perspective

Family issues, management turf wars, mediocre performance, unprepared successors, and key manager retention are just a few of the common concerns you may be facing. We pinpoint the problems, untie the knots, and help you build a strong, sustainable business that lasts for generations to come.

We evaluate and approach your business from 10 unique, yet highly-connected, perspectives, providing a 360° view of your environment.

With no stone left unturned, you can have peace of mind that your goals will become your achievements.

Scroll below to use the interactive map. Hover over  then click on the area of the Succession Matrix® for free resource downloads you can apply to your unique situation.

Owner Motivation & Perspective

Motivation and perspective establishes operating direction and performance expectations.

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Personal Financial Planning

Use the fruits of your labor to build personal financial security independent of the business.

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Successor Preparation

Learn and apply six key attributes for evaluating your potential successors.

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Leadership & Management Continuity

Management Synergy & Teamwork

Teamwork is not a natural behavior in business. But team dynamics can be taught.

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Business Structuring

The structure of your business impacts taxation, control, and access to cash flow.

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Business Performance

Achieve and maintain a high level of performance before succession occurs.

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Strategic Planning

Know where you want to go and how to get there to end up in the right place.

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Family Dynamics

Improve family relationships to help achieve your business goals and succession vision.

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Family Governance

Establish Family Governance processes to sustain a business through multiple generations.

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Download the COMPLETE Succession Matrix® guide.

See how your business compares to best practices in our printable guide complete with worksheets and additional insights.

Fill out the form and get all 10 sections of the Succession Matrix guide.

What are the issues impacting the value of your business?

Contact us to schedule a Phase I diagnostic assessment of your business to find out.