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Succession Planning Consulting

Sustainable Success Begins with Solid Succession Planning.

Bring clarity to the next steps of your large or small businesses, whether corporate or family-run. Business succession planning strategies will make all the difference to your long-term success. 

“If you don’t know where you are going, any road will get you there.”
– Lewis Carroll

For your company to build success that is sustainable over the long term, you need to have a clear plan for succession. Our succession plan facilitation ensures that your intentions and goals will align to your strategic goals and objectives. Our extensive experience will take the mystery out of developing a succession plan with solid analytics-based financial advising and our personal attention to your unique needs.

We can also help you write a corporate or family business transition plan that is ideal for potential investors and banks. We understand what’s required by professional investors and lenders and we know how to translate your ideas to a powerful financial plan for your transition.

Our succession plan facilitation is comprehensive and includes:

• Situation Analysis
• Management & Key Stakeholder Interviews and Analysis
• Business/Competitive Environment
• Strengths, Weaknesses, Opportunities and Threats (SWOT) Analysis
• Consensus Building
• Action Plan with Assigned Owners and Timelines for Change

Contact us today to learn how our corporate succession planning & small business & family business succession planning strategies can help you establish a solid roadmap for sustainable success.

Exceptional foresight. Facts-Based Decisions. Smooth Transition.

Call 877-866-9813 or email today to get started.

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