Advisor Collaboration

Advisor Collaboration2021-03-26T08:50:06-05:00
succession planning advisor

Succession Planning Advisors

The old African proverb “It Takes a Village” illustrates the impact of a team approach to succession planning. Collaboration and different expert opinions are critical to ensure the possible, probable, and potential issues impacting your goals are addressed.

Our succession planners provide expertise in the areas of the Succession Matrix, which includes but is not limited to Organizational Psychology, Strategic Planning, Estate Planning, Family Governance, and Family Therapy.

Planning for the future is a complex endeavor and we leverage the expertise of advisors working with you or bringing in, when needed, resources such as Attorneys, CPAs, Bankers, Wealth Managers, and Operational Experts, to name a few, to address the complexities of capital intensive privately held organizations.

The following highlights our strong network of qualified valued relationships and critical expertise for facilitating succession strategies.  Succession planning is complex as it involves complex people, feelings, and events outside one’s control. Many suffer from the “I don’t know what I don’t know” environment leaving their dreams vulnerable. One could let the learning go to a very deep place inside, because you may not be completely aware of how important it is yet.

Featured Succession Planning Resources

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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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