Sometimes there is just no better way to figure out next steps and determine if implementing a Stewardship Plan, supported by a stronger, longer lasting (i.e., a succession plan) more profitable and valuable business makes sense for you, than just talking it through.

Glad to help.

Pick a date and time from the calendaring form and we can explore the possibilities one-on-one.

The purpose of this consultation is to briefly work through your fact pattern, confidentially and briefly, and at no cost, on a Zoom call or by phone if you prefer.

After learning more about your situation, I’ll tell you what I think, and together we can consider next best steps.

You are under no obligation to do anything.

If and when you’d like to move the process forward, I can point you in the right direction or you can engage me to help you lay out the specific blueprints for your Stewardship and/or Succession Plan. Either way, you’ll know more at the end of this consultation call than you did at the start.