Ownership Visioning Engagement:
Do you believe it is easier to get into business than getting out of business?
Do you think that goals for shareholders, key people and clients can begin to compete with one another over time?
Do you think about the long-term outcome for you business and all stakeholders? Do you have clarity on your desired outcome and your best options to get what you want?
Do you think there may be gaps in your plan for you, your key people or your business?
Does your company have documented plans for the untimely death or disability of a shareholder or key employee? Are plans consistent with today’s objectives and realities?
Planning focus: Create a clear vision of business ownership that can bring win-win outcomes for people that are important to you as the business owner. Having an ownership vision helps you align important decisions with the long-term plan for you, your company, your people and your community. |
