Family & Private Business Succession Planning

Do you feel stuck in transitioning your company to a successor?

It’s normal to feel overwhelmed when you think about transitioning out of your company. We specialize in eliminating anxiety by crafting succession plans that:
launch you to your next adventure;
prepare successors to lead;
and lay the foundation for ongoing company success.

We help you transition your company to its best successor

We’ll help you navigate complicated family
business transitions while creating wins for you,
your successors, your family and your company. Get your 7 Keys to Successful Succession Planning today!

Client Testimonial

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Are you an owner who has built a successful business and wants to see that success continue after you’ve moved on to your next adventure?

Do you feel overwhelmed by the number of transition decisions you will have to make because your choices will affect you, your company and those you care about, including your community?

We get it.

Business transitions are complicated, but they don’t have to be messy.

Business transitions involving family members can be especially complex and potentially the most personally satisfying achievement of your career.

Business transitions can support your important relationships and secure the financial return you deserve from a lifetime of work.

Business transitions can be a win-win for everyone involved.

We know because over 30 years, 100 percent of the owners who have deployed our unique Transition Roadmap Developer™  have been as successful transitioning their companies as they were running them.

Services

Our Business Succession Planning services are thoughtfully designed and geared toward providing the best and most effective transition and business succession planning strategies for family and private businesses as well as individuals.

Succession
Planning

  • Outline vision and growth plans
  • Plan for next-generation leadership and facilitate leadership development etc.
  • Evaluate next-generation talent

Family Business Strategy

  • Resolve conflict
  • Manage relationships
  • Lead with vision
  • Communicate effectively
  • Design and implement a family council

Ownership
Strategy

  • Develop integrated, long-term ownership plans
  • Educate and prepare owners
  • Design ownership transfers
  • Create governance structure and policies

Generational
Planning

  • Address multi-generational concerns
  • Frame resilience strategies
  • Develop long-term governance
  • Design and development family councils 

Individual Pathfinding & Purpose

  • Locate your path for moving forward
  • Find “what’s next,” or figure out where you fit in the business
  • Facilitate understanding of purpose
  • Create a strategy for achieving purpose and fulfillment

Internal Business Transitions

  • Optimize business value
  • Define goals and success
  • Engage stakeholders
  • Craft contingency plans

Success Stories

Blog

We share tips and relevant business succession strategies that support you as you run your company, prepare for transition, and train your successor. Read our succession planning blog posts.

Take Advantage of Your Complimentary Consultation

Let’s talk about the questions you have about your company’s transition to a successor. Having worked with owners and families for over 20 years, we understand that every situation is unique and that there are principles and processes that greatly increase the odds for success. Book a free consultation call so we can answer your questions and maybe even share a few secrets of success.