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.

succession-planning-professional-services
History
Our Mission
Our Team
Key Issues We Address

Resources

COVID has flipped so much upside down, how will the new normal affect our culture?

By |

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 [...]

If behaviors change due to COVID-19 how do we re-calibrate our culture?

By |

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, [...]

Contact Us


    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.

    What is Changing In the Areas of Estate Tax?

    family-business-succession-planning

    Planning Opportunities To Take Advantage of Now

    family-business-succession-planning

    Leadership in Uncertain Times

    family-business-succession-planning
    Go to Top