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
Recent Posts
Navigating Succession Planning: A Journey of Innovation and Leadership
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 [...]
Strategies For Successful Multi-Brand Franchise Ownership
Dive deep into the intricate world of multi-brand franchise ownership with seasoned experts Jeff Bannon and Greg Sisa from The Rawls Group, alongside Nate Riordan, founder of West Coast Franchise Law. If you're a multi-unit franchisee navigating the industry's complexities, this discussion is tailor-made for you. Join us as these [...]
Lessons in Succession: From CFO to Family Business Owner
In this informative video, Joe Jankowski, the Managing Member of Armatus Dealer Uplift, shares his journey into family business succession planning. Joe previously worked with a large auto group in Maryland before joining a century-old business without a clear successor. As a member of the leadership team, he took on [...]
Navigating Valuations and Succession Planning for Car Dealers
In the dynamic world of automotive dealerships, one constant remains, which is change. Whether you're a seasoned dealership owner or a key player in the automotive industry, understanding the pivotal events that trigger valuations is essential for informed decision-making and the continued success of your family business. In this video, [...]
Beyond Generations: A Blueprint for Family Business Succession Success
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 [...]
Timing Valuations for Car Dealers: When and Why
In the fast-paced world of car dealerships, knowing when to pursue a valuation for your business is a question that often puzzles owners. In this video, we explore the critical timing considerations for valuations, focusing on one area that demands precision: wealth transfer within the next generation of dealership owners. [...]
The Succession Planning Matrix
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.
Click the following link for more drill-down resources on The Succession Matrix, or check out our Facebook post.
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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.
