Succession Planning

Experienced guidance to help you plan for the future of the business while balancing the family's needs.

SUCCESSION CAN BE COMPLICATED IN FAMILY BUSINESSES

Many entrepreneurs dream of handing down a family business and seeing the business they started thriving in the hands of the next generation.

But statistics show that succession can be riddled with challenges.

Family business are even more complicated due to the overlap of business and family:

Blurred boundaries between ownership & management - which often leads to conflict
Lack of Corporate Governance codes & principles
Emotions influencing strategic decision making - succession in particular

GET HELP ENSURING A SMOOTH TRANSITION

Succession is a lengthy process that shouldn't be left to chance.

The Alliance can help you ensure a smooth transition to the next generation by:

Developing a shared vision among family members
Creating a plan to keep the family united once the established leader steps down
Avoiding conflict between family members by clarifying distribution of shares, roles, authority, and compensation
Creating a harmonious atmosphere through emphasizing family values, loyalty and traditions

Rob’s your guy if you have a family in conflict and you want to save the business

He can quickly get to the root cause of disruption in a family owned business. He brings focus to what should be driving decision making – often with his very first question: do you want to be a business first family or a family first business?

Rob is even-keeled when things get tough, or a situation is difficult. He always has the client’s best interests at heart, and he offers a calm and comforting presence. This work is personal to Rob, you’re not just a transaction, the relationship matters to him.