We will guide you through the creation of your Succession Plan.
We are a team of specialists who have the knowledge and experience
required to provide an independent viewpoint.

We focus on the PEOPLE side of your business. Who will be the next successor? What options do you have?

We use advanced level assessment tools to firstly define the future role of the successor and then assess
potential candidates to look for fit, ability and interest. Once a decision has been made, we offer coaching
services to provide leadership skills and knowledge as needed, to prepare the person for their new role.

We do not provide estate, tax, legal or accounting advise, though we can provide a list of affiliated
subject matter experts when needed.

Many people depend on your Succession Plan. It is not just your exit strategy; it's also a strategy for the well being of:

• your valued clients
• your family
• your loyal employees and their families
• your trusted suppliers.

A well designed plan allows you to be proactive by:

• focusing on risk management and worse case scenarios to develop appropriate responses and actions
• identifying and developing a Talent Pool of capable people who can, and want to, move-up in the organization
• ensuring that the Succession Plan is reviewed and updated on a regular basis.

Call or email today and learn how you can benefit from our unique Succession Planning process.
David Bradley: 403.269.1733

Consultant Bios (PDF, 516 KB)

Helping entrepreneurs and business owners since 1992.

Family Business | Corporate | Small Business