Immel and Associates, Inc. – How we help Business Owners
Our clients reach out for many reasons. Many clients are reaching out proactively, while others are driven by challenging issues that make planning both important and urgent.
Reactive reasons – a revolutionary (Urgency in nature)
Many engagements began after a key employees’ departure.
Many clients fear that key employees may look to build their own business.
Other reactive plans began after a wake-up call due to change in the health of the business owner or departure of a key employee.
And finally, some planning opportunities were influenced by bankers or surety bonding advisors who felt we could help develop and retain leadership to reset the course of their success.
Proactive plans – evolutionary – (educational) with an opportunity for trial and error
Clients desire to have a plan and story to remember their planning – not a lack of planning.
We have helped clients create a story that inspires their team members and clients to stay loyal to their business.
Some clients understand they have years to grow their business before their departure. We have helped clients invest in their people to grow their business.
Proactive planning requires proactive communications for both family and non-family business.
Jim has helped our Company prepare for success with a sound succession plan
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.
Paul Koester
Koester Construction
Helped us in building a highly functioning team
After my first meeting with Jim Immel many years ago I shifted my thinking completely. Jim helped me to focus on developing a healthy bottom line, building a highly functioning team, and diversifying my net worth. With Jim’s assistance I built the personal financial and business strength to execute the recent transition of leadership and ownership of our company.
Thomas D. Menold
Menold Construction & Restoration
Jim immediately brought value by reframing situations and bringing clarity
I am so thankful for my introduction to Jim. He immediately brought value by reframing situations and bringing clarity on my next steps. Each time we meet, Jim continues to ask questions that provide me clarity – it is like having a funnel or sieve that simplifies my decision-making process. I have appreciated and valued Jim’s advice and encouragement for the past five years. I can’t imagine being where I am today in my business and with my team had I not counted on his guidance.
