Succession Transition

Succession and ownership transition can be an exciting time for those immediately involved, and scary for those on the sidelines who will be impacted by this change. We keep this in mind as we guide you through the selection and transition process. We start with a very thorough conversation with the leader transitioning out to ensure the process is strategic, thoughtful and well orchestrated.  We focus on keeping your firm’s culture, aspirations, and competitive edge intact. Then we work with the new leader to develop a successful onboarding experience.