About The Succession Planning Group

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Why You Need Us

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!

The Succession Planning Group works with our clients to have the right conversation with their clients, on their behalf, to help the clients understand the importance of succession planning as part of a larger effort to maximize the value of their greatest asset – their business.

Once re-framed, the conversation will help the client understand the need to mitigate risk and take steps to supercharge the value of their business. One of the steps you will take with the client will be the production of an appropriate succession plan.

If you would like to take the first step toward succession planning success, we urge you to call us now at 800-222-9999 or click here.


When they came to us, our most successful clients were:


  • Well trained and highly competent in one of three areas: accounting, financial planning, or the law.
  • Thought they were doing a good job of offering additional services to their existing clients, but were actually having the wrong conversation.
  • At a loss about how to redirect the conversation on the correct trajectory.
  • Thought there were other services through which they could retain clients, increase client satisfaction, and significantly increase client “spend.”
  • Aware their clients did not have adequate succession plans in place.
  • Uncertain how to change the conversation to make it more effective.
  • Insecure about having a business risk conversation with clients.


The Succession Planning Group helps our clients provide meaningful succession planning services to their clients. We help them by re-contextualizing succession planning assistance in a way that is compelling to current and future clients. We help them reframe succession planning within the context of maximizing return on business investment. Utilizing our Planning Suite of software, we help our clients analyze processes, risk and opportunity for their clients.

If you do not currently offer succession planning services to your clients because you are frustrated by repeated conversations that do not produce results, call us now at 800-222-9999 or click here.


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.

Click here or call 800-222-9999 now so you can take control of the future of your practice!

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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

Our success is based on bringing our clients value.

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.