Succession Planning

Get a Secure Action Plan for Transferring your Business

In Succession Planning and Mergers, It's Rarely the Numbers that Create Problems...

It’s people with different expectations, mismatched cultures, and old patterns that are hard to let go of.

Without a plan for handling conflicts, you risk decisions coming to a halt and the transfer reaching a deadlock – which can be costly for your business.

We help you create a concrete plan for handling disagreements, determining who takes responsibility for what, and when to involve an external party.

A Succession Plan Gives You:

Concrete Steps that Prepare You for Transition

We help you create a clear and simple plan so you can navigate through the succession process with peace of mind.

Assurance that What You've Built Will Endure

We help you preserve your company's DNA and values, ensuring the strong foundation continues - even when ownership changes hands.

A Self-Running Business without You at the Helm

Together, we create a culture and structure that ensures your business can thrive - even when you're not part of daily operations.

Get an Overview of where your Business Stands and What it Takes to Prepare for a Future Transition

1: Overview

We help you create a clear picture of where your business stands today and what's needed to prepare for a potential ownership or generational transition.

2: Preparation

We work closely with you and your employees to map out the company's strengths and weaknesses and prepare a strategy that preserves the business's values.

3: Implementation

We make your business independent of you as an owner, so it can continue without issues. Together, we strengthen the culture and ensure growth is driven by your employees.

Would You like to Learn more about What Succession Planning could Look like for your Business?

You’re very welcome to contact us.

With over 20 years of experience in the optical industry and as a former store owner, I know what it takes to execute a successful succession plan.