Risk Management Planning

Desired Results: We help clients prepare for the unexpected. Business owners understand and accept the risk of business ownership. The strength of a business owner is the optimism factor. The presence and the focus on the future are far more exciting than planning for unforeseen risks.

The benefits of risk management planning are twofold; first, this planning will impact your decisions to consider the impact on your long-term succession planning. The second benefit will help you build plans to retain your key employees. Establishing effective continuity planning will bring improved financial results while effectively:

  • Retaining Leaders and top performers to assure clients are served well into the future.
  • The plans are providing security for shareholders, employees, their families, bankers, vendors, suppliers, and clients.

Establishing a comprehensive risk management plan protects the Company against the loss of leadership, sales professionals, and performers who are critical to your business. Jim Immel has focused on designing and executing risk management plans for 40 years to help business owners plan for the unexpected.

Would it be helpful to have an experienced independent advisor help facilitate a process to bring you the clarity to your objectives, obstacles and your planning opportunities?

What Our Clients Say

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’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

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