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
Recording: Virtual Q & A About Biden’s Proposed Tax Changes and Impact on You
What you need to know about Biden's proposed policy changes, their impact on succession planning, and how to get back to business. The election is now behind us. We have a new president and a new party in control, which likely means policy changes. COVID-19 is still present, impacting our lives in [...]
COVID has flipped so much upside down, how will the new normal affect our culture?
The more things change, the more they stay the same. The team of experts featured in the video talks about impacts on culture post-pandemic. The common takeaway revolves around remote work. As a business owner or leader who had to transition a team to remote work or an individual who [...]
How Can a Leader Make Decisions In Uncertain Times?
A common theme emerged from this group of experts as we discussed how leaders can make decisions in uncertain times. Simply, decision-making should be the same as certain times. The real difference when the unknown hits are how leaders respond and what pace they respond and not necessarily in the [...]
How Do I Make Decisions In Uncertain Times?
With COVID-19 and a change in president the variables feel like they are changing every day. What will be the new policies, will we be able to remain open for business, can we even set goals and a strategy for 2021? Bill Lowman with Shuffield Lowman and Ryan Kerrigan with [...]
Video: The Perfect Storm for Estate Planning
2021 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 as well as a few "Gotcha's" [...]
If behaviors change due to COVID-19 how do we re-calibrate our culture?
An event like COVID-19 forces organizations to change, from day-to-day operations to how we interact with our people, customers and community. Strategic planning provides an impactful process to integrate COVID 19 learnings into the business. If there is a Strategic Plan on The Shelf, which we refer to as SPOTS, [...]
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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.
