Services
Tailored Service
Personalized guidance focused on your unique business, goals, and succession priorities, helping you gain clarity and identify the right path forward.
Gain Clarity
Gain Clarity
Build the Right Plan
Carry It Through
Desired Outcome Determination
A rapid, time and cost efficient method to get
direction clarity
When just starting the process thinking about succession, the number of options
and pathways can be overwhelming. Determining your desired outcome as a first
step allows you to efficiently prune the options and gain focus.
Succession Plan Design
A fixed price system for moving beyond consideration of
options to actual action planning. For those who know they need to be doing
something.
This turnkey service that starts with desired outcome determination, and finishes
with the delivery of an actionable succession implementation plan. It considers
your business’ strengths and weaknesses, your staff capabilities, compares
requirements of potential path options against you desired outcomes and
business situation realities to determine those that are realistic. Assists you in
making necessary trade-offs required of any succession process. Gets you to a
place where you will begin taking action.
Succession Plan Implementation Management
Your personal ‘construction manager’
assisting you in driving and carrying through the actions necessary to get the desired
conclusion.
Succession plans are complicated, requiring coordinating different components
over an extended period of time – not the easiest thing to do when you have the
responsibility to manage a business. We provide consistent oversight focused on
getting your plan executed. We assist in finding the necessary professionals
required for any succession transaction. We stick with you until your transaction
is completed.
Succession Transaction Facilitation
Your investment banker for the non-traditional
transaction driving your ‘deal’ to a close.
If your path is a traditional business sale, you will have your choice of many
quality professionals. However, if your path is a transaction with insiders, or a
variety of employee ownership, or the use of a special purpose trust to aid in
charitable goals (among others), you need a deal-doer who understands these
alternative paths.
From Clarity to Completion
A practical succession process designed to move you from uncertainty about your options to a clear path and successful implementation.