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Succession Planning

Creating a multi-generational, multi-owner professional services business
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Succession Planning...

In today’s world, Professional Service owners need their businesses to do more than ever before, especially as thoughts of retirement come to mind. Selling your business or your equity interest, along with the income stream and tax benefits it provides, is simply not a viable option for most. In this book, you’ll discover that Succession Planning changes everything if you build with the end in mind! It’s time to make your business work for you and your clients.

Professional Service businesses power our economy and help us all solve problems and live better lives. However, most service providers have built or are building one-generational practices that will end with their own careers. Multi-ownership and multi-generational businesses are all too rare – and that needs to change.

specifically for Professional Service Owners

Building With the End in Mind lays out the mechanics of the process in 50 succinct but detailed Lessons - with additional Lessons and explanations added through the Blog postings on this site in response to readers' comments and questions. Succession Planning for the Professional Services owner offers powerful, long-lasting changes that benefit owners and their clients for generations to come.

Make no mistake, this book is NOT about selling your business to a third party or replacing your leadership skills or role as the CEO. Small, or smaller, Professional Service businesses not only require ownership like thinking from the Successor Team – they need next generation owners to actually invest their time, money, and careers into the process. And that is why the End in Mind is a pathway you may not have fully considered, or fully understand. It is a sophisticated business building process to be sure. 

Open up the toolbox with me and your peers, and let’s see what’s possible. Sign up for more information and ask questions. Talk to me! And maybe send a copy of Building With the End in Mind to your next-generation ownership prospects. Sometimes, that is exactly how a legacy begins.

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Services Offered

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Succession Planning Consulting

Customized strategies for seamless business transitions.

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Educational Resources

Books, blogs, and guides on succession planning.

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Speaking Engagements

Expert talks to inspire and educate.

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Q&A Support

Personalized answers to your succession planning questions.