About The Succession Planning Group
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Our collective experience with businesses, particularly with privately held businesses, is that succession planning is generally the last thing on the minds of the owners of the organizations.
This is not surprising. Most small to mid-sized companies are working and planning at capacity to move their businesses to larger sales, greater visibility, and larger profits.Succession planning can be a hard sell to business owners because they currently cannot see or imagine a future in which a plan would be necessary.
This is not surprising. Most small to mid-sized companies are working and planning at capacity to move their businesses to larger sales, greater visibility, and larger profits.Succession planning can be a hard sell to business owners because they currently cannot see or imagine a future in which a plan would be necessary.
We help accountants, financial planners and attorneys grow their businesses by expanding their succession planning services.
- We monitor the conversations about succession planning as they occur throughout the nation in the million or more small to mid-sized businesses.
- We constantly refine our ability to effectively reposition succession planning in the mind of the client as part of maximizing the value of their business.
- We help you reach the 80-90% of those business owners who have not created a succession plan or have not updated their plan in more than three to five years.
- We speak to your clients on your behalf, to help your clients reframe the conversation and understand clearly the importance of maximizing the value of their business.
- As that conversation moves forward, two things always are part of our process which will lead to additional revenue for you: (1) how do we minimize our risk (succession planning is always part of this conversation), and (2) how do we build our personal wealth (this usually involves taking dollars off the table and saving more).
- We help you benefit from offering a service that is a clear win for your client.
Are you looking for new and needed services to offer your clients?
Are you concerned about what will happen to your clients’ businesses in the event of a negative event such as the death of an owner or a split between partners?
Would you like to maximize the value you bring to each client?
Would you like to maximize revenue per client?
If you answered “yes” to any of these questions, you need us!
Keys to Success
- Surround ourselves with great people.
- Give them the framework for being successful and the freedom to find their own way.
- Have them work in their areas of strength.
- Train them so that the organization continues to improve
Trust is key for our team, our partners, our clients and our ability to be successful.
Being in charge of marketing for joint ventures will often be a key to success.These keys to success can help you build and manage a thriving practice.
Why do you need The Succession Planning Group?
- You need us because you now understand that you can help your clients in a critical area of business planning.
- You need us because you now understand that 80-90% of small to mid-sized companies need a succession plan and do not have one.
- You need us because we can help you to increase billable services to each client by $10 – 50,000.
- You need us because we will help you build an outstanding succession planning extension of your practice and because we will help you grow your practice quickly.