Succession & Transition

From choosing the right successor for your family business, to developing a strong exit strategy, preparing for the future of your business is hard work.

Phil offers first-hand knowledge of the most effective ways to plan for succession. Founders can get peace of mind over the future of their companies, while their businesses continue to grow year over year. Read on to learn some of Phil’s top tips for a seamless succession.

Videos:

Management – Introduction

Why Should You Let Go to Grow?

Selecting The Successor In a Family Business

How Do You Exit Your Business?

Podcasts:

Succession Planning: The Time to Start is Today
The importance of succession planning.
The Fastest Way to Develop a Succession Plan
The Fastest Way to Develop a Succession Plan
What is the difference between succession planning and an exit strategy
What is the difference between succession planning and an exit strategy
Why is succession planning so scary and when should you start
Why is succession planning so scary and when should you start
Succession Planning is a Two Step Process
The succession two-step
Are you ready to double the profitability, revenues, and valuation of your mid-market company?

Founders Testimonials
Phil helped me transition out of my leadership role and into retirement. The company continues to thrive.

Donna Dynna
Founder and former President
MuniSoft
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