About The Succession Planning Group

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What We Do

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.

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  • 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.

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  • 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).

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  • We help you benefit from offering a service that is a clear win for your client.
 

We Help You Achieve Meaningful Results In Your Practice

  • Offer an additional service critical to your clients

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  • Increase client “spend”

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  • Improve client retention rates

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  • Improve top line sales and growth

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  • Improve profitability

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  • Increase your brand and name awareness

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  • Do the right thing for your clients

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We have the conversation with the clients you identify to help them see succession planning within the larger context of maximizing the value of their business.

We simply work with your client on maximizing the value of their businesses. We bring you back in when the client is ready to implement a succession plan. The task of preparing the succession plan will be yours, although we will continue to guide the process to completion.

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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.

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  • 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.

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  • You need us because we can help you to increase billable services to each client by $10 – 50,000.

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  • 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.