You’re ready to pass the torch

we’ll help you prepare your successor
to give them the highest
likelihood of success.

We’re in the midst of the largest transfer of business ownership in American history.

Vast resources are available to current owners to maximize value and structure a transition. But who is helping prepare the next generation of leaders with the tools and perspective they need to lead into the future?

As a current owner, your leadership isn’t finished until you have successfully transitioned the business to the next leader. So what better investment could you make than to help your successors continue to grow the business you've built?

the THREE PILLARS OF
SUCCESSFUL SUCCESSOR PLANNING

filter

Distill your Essentials

You can’t effectively plan unless you know what you are and where you are headed. If you don’t already have them, we’ll help you draft a series of Foundational Statements to help create alignment and promote culture.

assess and organize

ASSESS YOUR ORGANIZATION
AND TEAM

It’s important to assess your organization and team so that you know what type of leadership you need. Do you have the right leadership talent in the areas that your business will need moving forward?

prepare and plan

PREPARE YOUR LEADERS

Based on what we learn, your next generation leaders will create a concrete plan for seven main areas: Relationships, Operations, Sales, Finance, Processes, Executive Knowledge, and People

SERVICES

individual successor bootcamp

INDIVIDUAL SUCCESSOR BOOTCAMP

If you already have a successor identified, we will coach them one-on-one through the Successor Bootcamp process, helping them create a concrete plan to build on their strengths and prepare for their new role.

team bootcamp working together

TEAM SUCCESSOR BOOTCAMP

We work with your entire future leadership team, offering assessments, individual coaching and then finishing with a team-based Successor Bootcamp, helping each member develop in the specific areas your business needs.

successor cohort

SUCCESSOR BOOTCAMP COHORT

Your next generation leader will build their concrete development plan through a virtual, cohort-based Successor Bootcamp, so they can gain from peer interaction with other future senior leaders.

What others are saying…

  • Thomas Renfrow, CEO, Renfrow Industrial

    “David helped me gain the tools and perspective necessary to step in as CEO at my family's construction company. His wisdom and insights have impacted the trajectory of my career. “

  • Amy Fletcher, Founder, ProLogic

    “David's strategic insights and practical advice have not only helped me overcome obstacles but also enabled me to capitalize on new growth opportunities. He asks the right questions, consistently leading me to gain deeper insights into my business.”

  • Caleb Robey, Founder, Depot Analytics

    “Working with David transformed my organization. His insights have helped me navigate sticky situations successfully and have led directly to revenue gains on the bottom line.”

  • Patrick Morley, Author, The Man in the Mirror, patrickmorley.com

    “After working closely with David for more than twenty years, I can confidently state that he is imminently qualified to mentor next generation leaders. His strategic input and direction has had a profound impact on leaders all across America.”

  • Josh Beers, President, OneLife

    “David has been an incredible resource of wisdom and insight to me and our organization in helping navigate the complexities and challenges of senior leadership. He has the unique gift of asking great questions and also offering real time solutions that have moved our mission forward.”

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