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
Mastering Family Business Succession: Armatus Dealer Uplift Case Study
In this video, Joe Jankowski, the Managing Member of Armatus Dealer Uplift, provides his experience as a family business owner in strategic succession planning. In this enlightening video, Joe dispels common misconceptions surrounding succession planning and offers invaluable insights into the multifaceted nature of this critical business endeavor. Debunking Myths: [...]
Succession Secrets: Key Insights for Seamless Leadership Transition
Discover the secrets to seamless succession planning and sustainable family business growth in this video featuring Joe Jankowski, Managing Member of Armatus Dealer Uplift. In this video, Joe shares invaluable insights drawn from his own experiences, advocating for the indispensable role of a third-party perspective in ensuring a smooth transition [...]
10 Aspects of Succession Planning in Automotive Retail
Succession planning is critical to any business; auto dealerships are no exception. With the automotive industry constantly evolving and facing new challenges, effective succession planning has become more crucial than ever before. Recently, George Karolis from The Presidio Group and Champ Rawls from The Rawls Group discussed the multifaceted landscape [...]
Family Business Succession Planning: Armatus Dealer Uplift’s Journey
In this video, Joe Jankowski shares his remarkable journey through the world of succession planning as a family business owner and the inspiring story behind Armatus Dealer Uplift. Legacy Preservation: Discover how Joe's encounter with The Rawls Group in 1999 transformed the destiny of aging family business owners determined to [...]
Leveraging Valuations for Strategic Growth in Car Dealerships
In this enlightening video discussion, Dan Iosue, a succession planner from The Rawls Group, and Scott Womack, an experienced valuation expert from Mercer Capital, take a deep dive into the transformative potential of valuations for strategic growth within the realm of car dealerships. They emphasize that valuations offer car dealers [...]
Succession Planning Insights: Navigating the Entrepreneur’s Dilemma
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 [...]
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.
