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Goals, vision, people, values, and culture make every business situation unique. Therefore, to meet the specific goals of our clients, we approach business succession through a three phase process that is dedicated to addressing the critical factors impacting your business goals.
Our three phase approach is designed to give you full control of the process. At the completion of each phase, we provide you a detailed presentation with observations for you to review and determine if you would like to proceed with the next developmental phase of your plan.
Planning Review and Analysis
This initial phase of our service provides a review to assist you in determining the gap between your existing circumstances and future goals. Phase I is focused on data gathering and personal interviews to confirm goals followed by a presentation reflecting our analysis that will identify potential problems and undeveloped opportunities impacting the achievement of your confirmed succession planning goals.
Plan Development and Implementation
This phase is focused on the confirmation, refinement, and implementation of a succession plan that is compatible to your unique goals and environment. We quarterback the various members of your succession planning advisor team and partner with you to ensure that those pivotal to continuing your business legacy remain committed to the path to succession.
Continuing Facilitation Services
Due to ever changing family dynamics, feelings, and finances, succession planning is an on going process of review and refinement. As a result, Phase III is designed to maintain the effectiveness of your succession plan by monitoring and adapting your plan.
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