40 years of experience has helped Jim develop a deep understanding to help simplify what others make so complex. Jim believes the transition of your leadership is the foundation for a successful succession plan. Leadership identification and development is necessary to provide future leaders with a period of trial and error to embrace their role as eventual successors. The succession planning process allows clients to navigate their decisions with confidence and courage.
Jim’s 40-year experience has had two 20-year stints. The first 20 years, Jim served business clients as a financial advisor to help mitigate the risks of losing key employees to competitors or driving the key employee to become your next competitor. Jim’s experience has helped clients prepare for the contingency of premature death or disability of a business owner or key employee. For the past 20 years, Jim has provided independent advice to help owner-managed companies execute on their succession plans.
The plan focuses on preparing business owners for planned and unplanned events.
Plans begin with an ownership vision and planning to help business owners ID future leaders to prepare the business for both planned and unplanned events.
The fall of 2015 was a new beginning when we met Jim. Jim helped us identify the right people for the right roles and guided shifts in our strategy and market focus. Jim helped us leverage the strengths of our team, and opportunities to leverage client relationships. Jim has helped our Company prepare for success with a sound succession plan for our team and family.