Are you facilitating your client goals to get the BEST results?

Download the 3 STRATEGIC PROJECT EXAMPLES in succession planning

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All of your clients have goals, especially those with family businesses. Grab insights from these successful projects.

Being a sought-after professional by your clients takes time, commitment, and skill. You need to build your experience over time and develop a wide breadth of knowledge so you can facilitate complex challenges.

In this resource, we will outline the:

  1. Overall goal of the client
  2. Strategic objective to accomplish the goal
  3. Key issues to address
  4. Actions and results

Facilitate the succession of a third-generation business through fourth-generation leadership.

Facilitate strategies to seamlessly transfer the business through the next generation of owners and leaders and treat family equally when one child is active in the business, and the other child is not.

Successfully grow the business to accommodate entry of next gen family members.

"The most important item I gained by obtaining training in succession planning was an understanding of the legion of drivers that impact a successful succession plan. It gave me the ability to understand my clients’ motives better (which in many instances are not fully articulated)." 

Leon M Rogers, CPA/ABV/CFF, CFE, CVA, CSP 
Managing Member, Tetrick and Bartlett

"I was always trying to find better ways to speak with business owners about succession planning. This training helped me transition from selling to asking better questions. This also enhanced my listening skills and I pivoted to teaching/consulting to their issues. I was better able to help privately held businesses move through the process of Succession, Exit and Transition."

Michael C. Valdez, AIF, CLU 
Founder & President- Business Transition Council