How we can help
Succession planning is like any other strategic or business plan. It requires analysis, commitment, monitoring, periodic evaluation and adaptability, as well as buy-in from owners, family members and key employees.
An effective succession plan should not be considered as an end result. It’s really just the beginning. It needs effective implementation and ongoing management, to ensure it remains effective.
Income and Share Ownership Planning
At the heart of all effective succession in owner-managed businesses is Income and Share Ownership Planning (ISOP). Our 4-step ISOP process helps you clarify your goals, review options and define a plan, implement the plan and then manage it to ensure continued success.
If you’re interested to know how ISOP could help you and your business, please contact us to arrange an initial telephone conversation.