Internal Succession Plan

Consulting Services Provided to Firms to Assist With the Development of Succession Plans:

• Identification of Succession Goals for the Ownership Group to help align the needs of the firm and its owners


• Development of Succession Plan Structure for the firm that meets the needs of the ownership group and the firm's long term needs


• Facilitation of Ownership Group discussion on succession issues with the overall objective of reaching agreement on plan


• Evaluation and Critique of existing plan and documents using internally identified and external market conditions as benchmarks


• Preliminary Drafts of new or modified agreements


• Ongoing Coaching and Follow-up programs as requested


• Firm Valuations


• Assistance with Execution of succession plan strategies