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Pass the baton.

your legacy matters most.

preparation beyond legal and financial strategies is most important yet often most neglected.

 

 

Since you started your company, you’ve hoped that your children or grandchildren would desire to be involved. Now, your dream is reality. But, it’s harder than you thought. Navigating the emotions, relational complexity and financial conversations can create sleepless nights.

We help you solve three questions for your company or yourself:

  • How do I create clarity to today’s strategy, and tomorrow’s succession?

  • How do I handle the relational complexity and even navigate some mess?

  • How do I make sure my next generation is ready to take the reins?