Building a Future-Proof Business Starts Here
Whether you’re planning for retirement, facing employee retention challenges, or managing succession complexities, we’re here to support you. Our expertise in succession planning provides tailored solutions to address your biggest challenges, helping you create a strategy that ensures your business’s long-term success.
1. Struggling to Decide If, When, and How to Step Away From Your Business?
Our Solution:We help you plan a successful business exit—whether through employee ownership, family succession, or a third-party sale. Our expert guidance covers exit strategies, timing, and connections to trusted M&A firms and valuation experts.
Poor succession planning costs companies nearly $1 trillion annually in the S&P 1500 alone. The biggest costs include underperformance from ill-suited external hires, loss of intellectual capital when executives leave, and lower performance from ill-prepared internal successors (Harvard Business Review).
2. Concerned About Losing Control or Selling to the Wrong Buyer?
Our Solution: We specialize in Employee Ownership Transitions, helping you sell your business to employees while preserving local ownership, core values, and long-term stability. Our expert guidance ensures a smooth transition that secures your legacy and strengthens your business.
In the US, majority ESOP firms outperformed non-employee-owned companies by a 4 to 1 ratio during the pandemic. Meanwhile, in the UK, employee-owned businesses saw a 20% increase in performance and experienced up to 43% higher revenue after transitioning to employee ownership (Rutgers University).
3. Struggling to Retain and Motivate Key Talent?
Our Solution: We help you integrate employee ownership into your talent strategy, driving retention, engagement, and productivity. By giving employees a stake in the business, you build a committed workforce invested in long-term growth and success.
In the UK, employees in employee-owned firms are 3-4 times more likely to stay compared to those in non-employee-owned businesses. Additionally, these firms are 50% more likely to expand their workforce. (EOA)
4. Unsure How to Pass the Business to the Next Generation?
Our Solution:We guide family businesses through generational transitions, aligning family expectations, defining roles, and facilitating leadership handovers. Our expertise in family business succession planning safeguards your legacy and ensures long-term continuity.
Only 30% of family-owned businesses make it to the second generation, and just 12% make it to the third. Only 3% survive to the fourth generation and beyond. Clear succession planning is key to ensuring your business thrives across generations (Smith School of Business, Queens University).
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Struggling with one of these challenges? Learn how to move forward with confidence.