Are you committed to building a great business today AND leading your team to successfully prepare for succession and leadership transition?

Growing a successful firm takes incredible focus and energy. Leading a succession-ready firm, requires a “leaderSHIFT” from the rush and crush of business as usual to investing time and energy in:
- Strategic planning and courageous communication with partners and successors
- Cultivating strong relationships and engagement with your essential stakeholders, including your team
- Developing a “future ready” team with buy-in for a mutually rewarding vision of success.
My people-first approach to Succession Planning with Heart supports founders and their essential stakeholders with achieving a successful outcome for everyone involved—founders, the successors, the team and the clients.
I help founders and their teams to navigate the tricky waters of succession planning to ensure success and a win-win for all involved
Are you ready?
- Are you ready to get real about the true cost of “business as usual”?
- Are you ready to hit the relationship reset button with team members critical to the mission of building your legacy?
- Are you ready to create a vision for your business that supports your lifestyle, creates enterprise value and gains buy-in from successors?
- Are you ready to bring your heart to the essential conversations for designing your ideal succession and legacy?
Start today.
How I work with people:
- One-on-one coaching for firm founders/owners and/or NexGen professionals
- A combination of one-on-one coaching, facilitated stakeholder conversations, business consulting and team training
- Group coaching and workshops, from 3 – 20 participants
I am there to guide and support you every step of the way.
Let’s See if We’re a Fit.
Planning for succession is essential. Implementing the plan is more of a journey than a destination—it requires an investment of time, energy and heart.
The biggest question I get is, “Why should I start succession plans now?” I see and feel how this weighs heavily on the minds of my clients—and their successors—until they start the process. Every year that passes without conversations that matter with the people that matter, achieving ideal outcomes becomes more challenging.
The risk:
What are the real cost to you, your business, and your legacy of the status quo?
- Vulnerability — if you aren’t thinking ahead, you may be risking the potential for a future transition
- Disengagement — without buy-in, you might lose great people to disinterest, disappointment, frustration, and anger
The reward:
Support for you and your team ensures you are prepared for a successful transition.
- Vision — navigate a financially and emotionally challenging process with support and ease
- Momentum — create excitement for business succession by securing your legacy and the long-term sustainability of your firm
Hear it from your peers
IMAGINE with me.
- You — leading with confidence, enjoying your business, and creating financial results that support your ideal transition.
- NexGen successors — engaging with you to support your vision for succession, confident in their roles and contributions.
- Clients — feeling secure in the knowledge they’ll be taken care of throughout the transition.

Are you ready to say “ENOUGH ALREADY”?!
Are you whole-heartedly ready to make a change?
Don’t leave your legacy to fate.
Let’s create a compelling vision and a winning strategy for your successful succession.
