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

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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.

Jen Moulton

CEImpact – Owner