Determine best possible options for succession.

Assess current readiness for succession.

Establish succession goals and strategies.

Prepare the company and targeted persons (e.g., family members, owners, partners, employees) for transition and sustainability.

Develop a written, implementable plan to:

• Maximize the entity’s potential prior to and during the succession phases

• Establish strategic timelines

• Detail buyout timelines and arrangements

• Set ownership and management priorities and accountability

• Work with all relevant outside professionals to prepare for and ensure a smooth transition.

Develop Strategic GrowthPlans that:

• Craft passion / purpose statements

• Discover and describe corporate culture

• Construct financial projections, prospects, and competitors

• Delineate needed resources, including finances, personnel, equipment, facilities, collaterals, etc.

• Articulate growth-related and/or fundraising strategies and tactics

• Implement key processes, methodologies, and systems

Research and analyze operations, services, plans, and effectiveness

Articulate priorities and solutions

Establish, empower, and elevate management teams

Compose, reorganize, and coach nonprofit boards

Prioritize personnel and professional objectives

Determine best strategies and tactics for personal and professional growth

Plan, set goals, and manage time

Improve interpersonal relationships by enhancing communication

Provide an outside perspective for problem-solving