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Succession Planning

To develop a comprehensive and effective succession plan, we carefully examine every aspect of your business. We learn about the goals of the current leadership, the individuals, and the next generation of leadership, and devise a multifaceted plan that delivers the desired results. In developing a succession plan with you, we:

  • Examine key business functions — financial, operational, marketing, administrative;
  • Devise strategies for a smooth transition of ownership and management;
  • Introduce programs to develop and train future leaders;
  • Assess the need to bring in outside talent; and

Formulate approaches to satisfy the financial needs of incoming management and those exiting the business.