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.
As part of the next-generation, I am thankful for the coaching and challenges that Jim brings. Jim cares about our Companies’ success and has been able to lean in and challenge me at the right time. I appreciate how Jim shares ideas and concepts to challenge my development. Jim has helped me learn that our current success driven by preparing future leaders and top performers. Thanks for continuing to challenge me.