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
Franchise Success: Understanding Your Goals and Planning for the Future
Multi-unit franchising is a popular business model that allows entrepreneurs to start a business with an established brand, products, and services. While franchising can offer many benefits, such as lower startup costs and support from the franchisor, success is not guaranteed. In fact, according to the International Franchise Association, about [...]
Understanding the Difference Between Estate Planning and Succession Planning
Success in the world of business requires not only careful planning for the present but also for the future. To this end, it is essential to engage in both estate planning and succession planning. In a recent video conversation, Jeff Bannon, a Succession Planner at The Rawls Group, and Aicha [...]
Franchise Growth: Overcoming Challenges and Implementing Winning Strategies
Franchising is a popular business model that offers entrepreneurs the opportunity to own and operate their own business under an established brand name. While it can be a lucrative and rewarding experience, franchising comes with its own set of unique challenges that must be addressed to achieve sustainable growth. In [...]
Building Resilience in Your Business
In today's volatile and ever-changing business landscape, resilience is essential to the success of any organization. Jeff Bannon, Succession Planner at The Rawls Group, and Aicha Bascaro, President of the American Franchise Association, recently had a video conversation that emphasized the importance of building resilience in your business through key [...]
Key Strategies for Retaining and Attracting Talent in Today’s Business World
In today's competitive business world, attracting and retaining top talent is essential for companies to stay ahead of the curve. While competitive salaries and benefits are important, they are not the only factors that contribute to employee satisfaction and loyalty. In this article, we'll explore some key strategies that companies [...]
Expert Advice for Franchise Business Growth and Management
Franchising can be an excellent way for entrepreneurs to start their own business while enjoying the benefits of an established brand. However, as with any business venture, there are pros and cons to consider before making a decision. In a recent video conversation with Jeff Bannon, Succession Planner with The [...]
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.
