Ownership Visioning

Every business owner has unique concerns and opportunity. Unfortunately, many o of our engagements begin after the loss of a critical employee or after a health event for a business owner. The preferred approach is an evolution of a succession plan as opposed to the “revolution” of a plan. Time helps business owners build plans that evolve. Having time to develop and observe how leaders perform is the preferred approach to planning.

Our proactive approach is to help clients begin with the creation of a vision for their succession plan. A vision provides an opportunity to set goals with “the end-in-mind.” A vision for ownership greatly impacts how education can help clients evolve their plan over time. A vision also helps develop a plan to recruit and retain talent over time.

Many business owners understand and feel the pressures of deciding to transition the ownership of the business, yet, they struggle with getting started. The vision exercise can help clients gain clarity on how to start.

Our planning begins with blueprinting a plan to get started with the ownership vision providing the foundation for the blueprint. The ownership visioning is foundational for any family business or a business with more than a shareholder.

We understand the long-term ownership simplifies what many business owners have experienced as to complex. See Let’s talk.

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What Our Clients Say

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

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.

Jen Moulton

CEImpact – Owner