Engage with your successors to bridge communication gaps
Elevate your leadership EQ to uplevel successor trust and buy-in
Design a plan with clarity on essential next steps
What you have built is too important to leave to chance.
- Is uncertainty about your plans creating tension in your relationships with your partners and potential successors?
- Do you struggle with attracting and retaining team members—especially women—leaving you feeling frustrated and overwhelmed?
- Are your days a blur of activity leading to breakdowns in communication and you struggling to juggle all of your roles?
- Are you growing worried about your ability to find the time and energy to engage in real planning for your future?
Succession planning doesn’t have to be a struggle. Real engagement, real planning matters now more than ever.
Succession Planning with Heart ™
Having a succession plan with heart means co-creating a plan so that everyone wins: the owners, the successors and the clients you serve. This isn’t for everyone. However, if you’re feeling like something is missing from the more typical, purely financial approach to long term planning, you’re right!
I created my Triple-Win Succession Formula as a “people first” approach that was designed to support founders and their essential stakeholders—including high-potential women—with achieving a successful outcome for everyone involved—founders, the successors, the team and the clients.
I’m a champion for women and a passionate advocate for women successors
in leadership AND ownership.
Work With Me
As a founder, you’ve built a business and legacy you care about. Now it’s time to think about what—and who—comes next.
I work with founders who want their succession plans to reflect not just financial goals, but also their values and aspirations for a meaningful legacy. That means expanding perspectives to foster inclusive leadership development that attracts and retains high potential women successors, fostering firm cultures that thrive beyond the transition.
Growing and leading a succession-ready firm, requires a “LeaderSHIFT” from the rush and crush of your day-to day work. It’s not easy. Even well-intentioned founders struggle to identify, develop and empower the right successors—especially women.
That’s where I come in.
I bring a unique combination of M&A experience, expert coaching and proprietary strategies to support founders, CEOs and Next Gen professionals.
The ability to quickly assess the dynamics at play between individuals and within a professional team environment and provide actionable perspectives is my superpower. Bringing focus to the interpersonal, human dynamics at play during periods of great change, drives alignment around desired outcomes for the benefit of all involved.
If you’re ready to lead with purpose and leave a legacy that empowers the next generation, let’s talk about your best next steps.
How I work with people:
- One-on-one coaching for firm founders/owners and/or NexGen women professionals
- Assessment of succession readiness + Facilitated stakeholder conversations
- Offsite strategy meeting facilitation with Founders and essential stakeholders
I am there to guide and support you every step of the way.
Let’s See if We’re a Fit. Schedule a conversation to explore how we can work together
Get the customized support you deserve.
Are you ready to explore what a triple-win succession plan looks like for you?
Are you a professional woman who’s ready to maximize your path to leadership?
Looking for a retreat facilitator to accelerate your leadership team’s succession readiness?
The Triple-Win Succession Formula is a “people first” formula for success, customized for you.
This customized approach brings together the three pillars of successful succession outcomes— Communication + Engagement + Leadership Development.
- Proprietary formula for effectively assessing succession readiness
- Uplevel commitment and skills needed for effective communication and engagement
- Develop “future-ready” leaders and team members
The goal? Confidently navigate a path toward a successful succession so that:
- Firm founders and shareholders leave a lasting legacy
- NexGen professionals develop into prepared and committed leaders
- Clients feel taken care of throughout the transition
I deliver smart, heart-felt encouragement with a healthy dose of strategy. It’s a formula for success customized for you.
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
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.
Don’t leave your legacy to fate.
Let’s create a compelling vision and a winning strategy for your successful succession.
