40 years of experience has helped Jim develop a deep understanding to help simplify what others make so complex. Jim believes the transition of your leadership is the foundation for a successful succession plan. Leadership identification and development is necessary to provide future leaders with a period of trial and error to embrace their role as eventual successors. The succession planning process allows clients to navigate their decisions with confidence and courage.
Jim’s 40-year experience has had two 20-year stints. The first 20 years, Jim served business clients as a financial advisor to help mitigate the risks of losing key employees to competitors or driving the key employee to become your next competitor. Jim’s experience has helped clients prepare for the contingency of premature death or disability of a business owner or key employee. For the past 20 years, Jim has provided independent advice to help owner-managed companies execute on their succession plans.
The plan focuses on preparing business owners for planned and unplanned events.
Plans begin with an ownership vision and planning to help business owners ID future leaders to prepare the business for both planned and unplanned events.
I am so thankful for my introduction to Jim. He immediately brought value by reframing situations and bringing clarity on my next steps. Each time we meet, Jim continues to ask questions that provide me clarity – it is like having a funnel or sieve that simplifies my decision-making process. I have appreciated and valued Jim’s advice and encouragement for the past five years. I can’t imagine being where I am today in my business and with my team had I not counted on his guidance.