About Us
We help our clients understand and execute successful succession strategies. Specializing in family business and the dynamics involved in maintaining family harmony through and after transition.
Where Do We Start?
We start with You. Every owner is different, and every business is different. We work to understand you and what you want to accomplish and help determine and guide you on the path to get there. It all starts with 5 Key Questions to create a “Succession Snapshot”.
Meet the Founder
“I help owners ask the right questions to plan a successful and fulfilling transition.”
Recent Articles
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Podcast: Start with Your Exit in Mind
December 22, 2020 -
Get What You Want? – Goals Overview
The first step in the exit process is to determine what you really would like to see happen with your exit and define these goals.
September 23, 2020 -
If You Want To Sell – Learn To Buy – Part 1
Most owners have spent countless hours working in the business and building it up and have a very unique attachment to the business. Many times it is helpful to put yourself in the buyers shoes and look at your business as you would if you were going to buy it.
September 23, 2020 -
If You Want To Sell – Learn To Buy – Part 2
It is often difficult for an owner to take an objective and realistic approach when working to sell a business you have spent countless hours and resources building.
September 23, 2020
Testimonials
My dad and I have worked with Brad for a few years now, as we have been wrestling with management and transition challenges within our family business. What I appreciate about Brad is that he’s not ultimately trying to sell you anything. Many “business advisors” are ultimately trying to steer you towards insurance, complicated legal work, investments, etc. Brad is different in that he’s there to look at your situation as a whole, and provide you unbiased advice based on what he thinks is best. Whether you take that advice, or implement his strategies, is ultimately up to you. He’s great at helping you stay on the path that you decide on, and is always there any time we have a question or need clarification on an issue.
