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
Preparing for the Future as a Multi-Unit Franchisee
As a multi-unit franchisee, you've invested a significant amount of time and money into your business, and naturally, you want to maintain control over it. However, as an entrepreneur or business owner, you must consider the future of your company and determine if you want to sell it, keep it, [...]
Managing Inflation: Key Considerations for Franchise Owners and Business Leaders
Inflation is a reality that businesses must deal with, and franchise businesses are no exception. The impact of inflation on franchise businesses can be significant, affecting the profitability and sustainability of franchise units. This article will explore the rising costs of goods, equipment, and services, and the recommendations for franchise [...]
Leadership: Leverage Strengths and Inspire Others
This is part three of our discussion focused on What People Want from Their Leaders. We started this discussion focused on key behavior people want from their leaders in the episode titled What People Want from Their Leaders. In part two of the series, The Secrets to Harnessing Confidence and Consistency, [...]
Strategies for Multi-Unit Franchisees to Succeed Despite Economic Uncertainties
Even though Wall Street predicts 2022 and 2023 will have 10% growth in earnings and isn't currently anticipating any slowdown, many multi-unit franchisees have expressed concern over economic uncertainties. Talks of inflation, change in tax law, ongoing supply chain issues, and labor shortages have multi-unit franchisees wondering how or if [...]
Leadership: Secrets to Harnessing Confidence and Consistency
This is part two of our discussion focused on What People Want from Their Leaders. In the last episode, What People Want From Their Leaders, we discussed four key ingredients for inspiring others: trust, flexibility, consistency, and patience. This episode immediately picks up in reinforcing how much people want to believe [...]
What People Want From Their Leaders
People are worn out on untrustworthy, fickle, and insecure individuals who are disguising themselves as “leaders.” A recent meme from “somecards” says it best “You're not a Leader if nobody wants to follow you... You're just a control freak, power-tripping jerk who wants to be in charge.” For years, employers [...]
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.
