Engaging Generations

A successful succession planning process involves generational engagement

education

Plan for educating the next generation of owners.

Relationship

Cultivate stronger relationship in the family and facilitate clear communications.

Expectation

Set realistic expectations for family employment and future owners.

Expertise

Create Process to ensure that merit and expertise guide business decisions.

Communicate

Develop a method so that family members voices are heard if they see issues.

education

Plan for educating the next generation of owners.

Relationship

Cultivate stronger relationship in the family and facilitate clear communications.

Expectation

Set realistic expectations for family employment and future owners.

education

Plan for educating the next generation of owners.

Communicate

Develop a method so that family members voices are heard if they see issues.

why this is important

What our clients think

Charlie played a critical leadership role in the evaluation of the business followed by the development and implementation of strategies.”

-Client Name

Charlie played a critical leadership role in the evaluation of the business followed by the development and implementation of strategies.”

-Client Name

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