Let our succession planning consultants Deliver on the Promise of developing a plan to enable continued success for your business.

The task of assessing and developing talented professionals to assume key positions within an
organization is a challenge not to be taken lightly. It could impact the very survival of your company in
years to come. Careful succession planning is essential for the successful transition of your business to
the next generation.

Our independence and objectivity enable us to make recommendations that are in-line with your business goals. We’ll ensure that you encounter as little difficulty as possible when you transfer your business.

We can help you:

  • Identify a pool of potential succession candidates
  • Determine desired leadership style and business values
  • Compare candidates with existing leadership
  • Design performance appraisals
  • Foster relationship building within the organization

Questions? Contact Michael Trabert:

Michael Trabert / CPA / CVA / CMAP / CEPA / CM&AA