Our Mission

Help clients successfully transition leadership and ownership with confidence – Helping clients put success into their succession plan.

  • Business Succession Planning

    Helping clients prepare for their future by identifying and developing leaders to successfully grow the business as the foundation of the succession plan.

  • Leadership Transition Planning

    Help clients transition leaders who will influence the necessary change to drive the business to new heights.

Consultation Request

Please complete the short online form below and we will contact you at our earliest.

Jim’s experience, vision, and ability to navigate the processes proved to be priceless

My partner and I engaged Jim years before we negotiated the sale of our business. Jim prepared us for success by helping us identify, recruit, and develop our leaders and performers. He guided us through decisions that allowed us to negotiate from a position of strength. His experience, vision, and ability to navigate the processes proved to be priceless.

David Stroh

Former owner Wolin Mechanical Electrical Contractors