To prepare for any journey, you have to know three things - where you are, where you're going, and the timing. The first step in our process, the Leavability Assessment™; is where spend considerable time getting to know and understand you, your family, and your business...the "where you are," if you will. From what we learn and gather, we'll be able to identify value gaps within your business, along with areas of opportunity both in your business and personal readiness that can impact "leavability", and a list of action items that can help you to increase value, mitigate risk, and improve your likelihood of exit success.
This series of personalized workshops is designed to get you and your key stakeholders...be they family, key employees, or both...engaged in some focused activities designed to help you work on your vision for the future of your business and for your life-after-business. Broken down into sessions tackling topics that often include strategic direction, management succession, and family involvement; these dynamic and productive events are facilitated with the purpose of building continuity, communication, and common vision around the future of your business.
In this ongoing engagement, we help you to develop and deploy action plans designed to help reach goals and objectives in support of your vision, appropriate metrics to measure their progress and effectiveness, and team engagement to ensure execution, accountability, and any necessary course correction along the way..