Sometimes there is just no better way to figure out next steps and determine if implementing a Succession Plan and, perhaps, a Stewardship Plan, in order to build a 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.

Possible next steps. 

If I can help you (or one of your professional service clients) build a lasting business that makes a real difference, I offer two easy, predictable pathways to make the process successful:

1) A flat-fee engagement of $3,500 for 15 hours over about six months to design, engineer, teach, and implement a detailed, client-specific succession plan. This level of consulting involves both current and future owners, their accountants and attorneys, and even getting the math figured out. It is a turn-key process.

2) A flat-fee engagement of $1,250 for 5 hours over 90 days (with a quick start feature for clients in a hurry) in which I work directly with just one person and one generation of current or future ownership. This level includes gathering facts and goals, educating on options and strategies, and working to lay out a detailed and client-specific plan of action.

I am not an investment banker looking to sell your business for a generous commission. I am just an experienced consultant, doing what I love to do. Know that I will take good care of your dreams or your referred professional service clients! I wrote the book(s) on this.