Plan for the future. Protect your business. Grow your legacy.
Learn the 3 steps you can take now to set yourself, your business, and your family up for a great succession plan. Download your FREE guide now.
Entrepreneurship presents numerous and constant challenges, but with hard work and dedication, comes many rewards. Being your own boss, setting your own schedule, and increasing your earnings are some of the rewards that come with the calculated risks you take every day for your business. But, the one risk you should never take is leaving the future of your business to chance.
How will your business function if you pass or become incapacitated?Who is on your succession plan?
Do you plan to have your business generate income for you to live on during retirement?
Ready to sell? Great!... To whom? When? For how much?
Will your family end up in business with your partners?
Will your business have liquidity for estate taxes or to buy time?
Out of 2,800 family run businesses surveyed by Price Waterhouse Cooper in 2017, only 23% have a robust, documented succession plan in place. Even fewer than 2 years ago when 27% had such a plan!
It is never too early to make a succession plan. Building an exit strategy, planning for transition and transferring control to a trusted successor are all key parts of a successful succession plan. Creating a plan will provide you with long-term viability of the organization and leaving it stronger, more productive, and more valuable than it was before.
One of the biggest myths is that you don’t need a plan now. In reality, time is either your ally or your enemy. The reluctance to accept the realities of time can have disastrous consequences when the unexpected happens. The lesson here is to start early.
Download our free business succession planning report to learn about how you too can become a hero to your business by planning ahead!
My job is to scrutinize, analyze, and then antagonize everything. Remember I get paid to question things. As a lawyer, we're taught to investigate and uncover anything that can create an obstacle to our case.
Before I was a lawyer, I was a United States Marine. Fighting for our country. Being put in situations that quite frankly I was really skeptical about. And that's where my analytical mind was forced to step out. Ever had to figure out how to get pizza delivered to the desert? Done it. What about getting repair parts for a tank while in the middle of the Pacific Ocean? Solved. The Marine Corps trained me to think my way out of what seemed to be impossible situations. It forced me to go from being a skeptic to being a strategist. Always looking for the opportunity within the obstacles.
I've taken my skills of high stakes strategic thinking, planning, & executing from the battle field to the board room. It's become my highest calling to help my clients build strong foundations, larger structures, and create an unbreakable plan for their future and the future of their loved ones.
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