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Building a Healthy Business


Developing a Formal Succession Plan


  • Clarify Mission, Vision, & Values
  • SWOT Analysis
  • Develop Clear Strategy
  • Identify Critical Success Factors
  • Determine Key Metrics
  • Management Retreats

Vision and Values

  • Conduct 360 Interviews with Shareholders
  • Develop Shareholder Alignment

Evaluate & Develop Successors

  • Build Job Profile
  • Evaluate Candidates Against Profile
  • Develop Training & Monitoring Programs


  • Improve Hiring Practices
  • Develop Functioning Prime Team
  • Build Accountability
  • Performance Based Compensation
  • Executive Coaching
  • Team Building
  • Leadership Development

Shareholder Charter

  • Review or Develop Business Charter
  • Facilitate Effective Communication Between Shareholders
  • Conflict Resolution

Retiring Shareholder Needs

  • Model Retirement Needs
  • Analysis and Recommendations on Benefits
  • Set Targets on Outside Assets


  • Drive Cost Efficiency
  • Improve Productivity
  • Build a Process Improvement Culture
  • Improve Management of Projects
  • Develop a Learning Organization
  • Develop Marketing Plan
  • Develop Selling System

Forums for Communication

  • Develop Family Council
  • Develop Advisory Board
  • Formalize Board of Directors

Business Analysis

  • Evaluate Business
  • Model Cash Flow Requirements
  • Set Financial Targets

Management Systems 

  • Build a Business Operating Systems That Enhances Focus and Accountability
  • Build Dashboards that Monitor Key Metrics
  • Develop Financial Reporting and Analysis Systems
  • Budgeting & Budget Variance analysis
  • Cash Flow

Formal Agreements
Review and Comment on:

  • Bylaws and Business Agreements
  • Buy / Sell Agreements
  • Partnership Agreements
  • Employments Agreement

Formal Transition

  • Model Transition and Set Triggers
  • Develop tax efficient transfer strategies
  • Work with Advisors on Legal Agreements
  • Develop Advisory Board