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

 

Communication

  • 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.

Engagment

  • 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.

Professional Development

  • 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

As you explore what’s next for you, 

I invite you to book a complimentary session with me and we’ll assess your next step together.

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?