Building Long-term Business Value
Building sustainable structures to weather the elements for generations takes a collaborative approach with a diversity of specialties to get the job done. Architects creatively design the plans based on the vision communicated, engineers confirm the structure can absorb the weight and the litany of contractor and subcontractor specialties identify the durable products and implements the design. Succession planning is no different
Cultivating a business to support your lifestyle and all those depend upon it requires a diversity of specialties collaborating to make your vision a reality.
Whether you are looking to grow your business and/or looking towards business transition, for the past 45+ years our meticulous attention to the probable, possible, potential details allow you to prepare and avoid any looming issue impacting your goals.
As experts in the complex, we approach the business from 10 interdependent perspectives, which optimally positions your business to grow, sell to a third party or transition to the next generation. The number one thing business owners notice when they engage our services is clarity and a strong path forward.
What happens when you decide to takes the next step towards the future you imagine…now? Business ownership by nature is risky; succession planning however creates strategies and structure to put you in control.
Resources
What is The Best Way to Address Uncomfortable Subjects?
Addressing uncomfortable subjects during a time of crisis should be no different than in normal times. It is about communicating clearly and ensuring proper expectations are being set. Anxiety is higher during times of crisis and if leaders and organizations are not communicating out to their people on an ongoing [...]
How do I measure the productivity of my new remote team and ensure they are being efficient?
Communication is key. We hear it all the time in all aspects of managing a team and running a business. However, when managing a remote team, whether new or old, communication has never been more important. It has to be done clearly, early and often. Performance expectations remain the same [...]
What Can I Do to Ease My Employees Anxiety and Worry?
A silver lining of COVID-19 is everyone is in the same boat as everything is new to all of us. We are in this together. The most critical thing we can do to ease our employees’ anxiety and worry is to communicate clearly and often. It is OK to share [...]
What Can Businesses Do To Prevent a COVID Like Interruption in The Future?
The unfortunate reality of a crisis, like COVID-19, is not every business survives. It is sad, but it is part of the correction that takes place when markets might be saturated, or where there might be underperforming units. Owners can work towards protecting themselves in the future by leveraging what [...]
Video: The Perfect Storm for Estate Planning Before Year End
2020 feels a lot like a Perfect Storm. A pandemic, political and social unrest, and economic turmoil. Depending upon when you watch this, you may be fretting about how the election will affect your asset portfolio and estate planning. David Weaver shares different estate planning opportunities to consider before year-end as well as a [...]
Opportunities To Act On Before 2021
The Perfect Storm. You’ve probably seen the movie and this year, we all probably sense that we are making history from within a Perfect Storm of a pandemic, political and social unrest, and economic turmoil. I’ve read several articles recently that have borrowed that title to describe a different scenario - factors that have [...]
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The Succession 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
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Contact us and 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.
