Turnkey Business Succession Planning
To be effective, your succession plan needs to be:
Comprehensive
Adapted to your situation
Aligned to your needs
Keep your successor’s objectives in mind:
Manageable business
Sustainable enterprise
Platform for growth
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Interview and checklist for efficient organization
Proposal for action
Proceed with confidence
Have Questions?
If you need additional information or would like to schedule a no-obligation meeting, please don’t hesitate to reach out.
Mark Olson
Managing Partner
Email Mark
Gord Forbes
Managing Principal – Alberta
Email Gord
Stephen Kendall
Managing Principal – BC
Email Stephen
Case Study
A succession plan required someone other than the father to mentor his two sons to take over the agri-services retail business