Ebook cover on succession planning strategies.

Succession Planning

Creating a multi-generational, multi-owner professional services business
And now with a new book just published for next gen professionals!
(Visit Amazon.com)
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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. 

It is time to involve and teach the next generation professionals who aspire to ownership! 

The only book series written specifically for each generation!

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.

And Acquiring Your Future Through a Succession Plan is the perfect primer to help prepare the Successor Team! This book is written to help next generation owners consider the mechanics of how to invest their time, money, and careers into the succession planning process.  

Open up the toolbox with me and your peers, and next gen prospects, and let’s see what’s possible. This is the only series of books written specifically to each generation of professional service providers.

Learn. Think. Talk. Oftentimes, that is exactly how a legacy begins!

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Services Offered

Succession Planning Consulting

Customized strategies for seamless business transitions.

Educational Resources

Books, blogs, and guides on succession planning.

Speaking Engagements

Expert talks to inspire and educate.

Q&A Support

Personalized answers to your succession planning questions.