Craft the living legacy and succession plan that’s right for you.
To have a succession plan with heart means that everyone wins: the owners, the successorsand the clients you serve.
The only way to do this is with my Triple-Win Succession Formula that’s customized for each client because every client has unique goals and assets.
Are you ready to explore what a triple-win succession plan looks like for you?
Are you a NexGen Professional who’s ready to maximize your career path?
Looking for a dynamic speaker or workshop presenter for your team or organization?
A win for owners. A win for successors. A win for clients.
I deliver a smart, heart-felt encouragement with a healthy dose of strategy. It’s formula for success customized for you.
What’s the Triple-Win Succession Formula?
It’s a formula for success, customized for you.
This customized approach brings together the three pillars of successful succession outcomes—
Communication + Engagement + Professional Development.
The goal? Confidently navigate a path toward a successful succession so that:
✓ Firm founders and shareholders leave a lasting legacy
✓ NexGen professionals become effective successors
✓ Clients feel taken care of throughout the transition
- Succession planning is a journey you experience with the stakeholders, partners, and team for a successful outcome.
- Transparent, candid, caring communication is a MUST for cultivating a firm culture that supports a shared vision for succession. Trust matters.
- I support you to foster whole-hearted commitment to your vision through engaging in new approaches to transparent, empathetic, and EFFECTIVE conversations.
- Curate a compelling vision that inspires everyone on your team so that they buy-in wholeheartedly
- Enable your NexGen professionals who are hungry for opportunities to contribute and create careers with meaning
- Fully engage team members at every level to be excited to contribute to firm sustainability, maximizing valuations AND happy clients.
- A triple-win succession plan requires Leadership at all levels.
- Firm values are aligned with a commitment to professional development and mentorship
- Founders and shareholders invest the time, energy and resources necessary to grow into the leaders the business needs today and in the future.
- Potential successors and key stakeholders are mentored on a clear path for growth.
Get the customized support you deserve.
While helping firms navigate the internal and external process of an effective succession, I also work with NextGen professionals to map out their ideal career path to be effective successors.
- We’ll create a vision for you and the business that lights you up
- We’ll foster a business culture that attracts and retains good people in a mutually rewarding relationship
- We’ll make sure you have the impact you want — and that you’re in the right place
- We’ll release you from the gnawing stress that triggers feelings of worry, frustration, and futility