Succession Planning for Professional Services

Succession Planning for Professional Services2020-09-16T15:49:36-05:00

Turning Your Ideas Into Reality

Professional services business owners have a unique challenge. You are not in the widget business, you are selling proprietary knowledge, experience, expertise, and creating exceptional client experiences.  As succession planners we are in the service business too and we appreciate and understand first-hand the complexities of staying ahead of the competition. The foundation of our business is built on ensuring strategies are in place to protect our client’s businesses and families from unknown scenarios. Plan for your future with experts who know how to protect your business from the unknowns, while also helping you build strategies for multi-generational longevity.

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.  We advise business owners on the 10 interdependent Succession Matrix® perspectives, to position your business for growth, to sell to a third party, or transition to the next generation.

What happens when you decide to take 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.

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Resources

How do I measure the productivity of my new remote team and ensure they are being efficient?

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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 Businesses Do To Prevent a COVID Like Interruption in The Future?

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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

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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

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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

    Sign up for our monthly e-newsletter to stay informed on how to overcome related succession planning issues.


    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.

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