Our Mission

Help clients successfully transition leadership and ownership with confidence – Helping clients put success into their succession plan.

  • Business Succession Planning

    Helping clients prepare for their future by identifying and developing leaders to successfully grow the business as the foundation of the succession plan.

  • Leadership Transition Planning

    Help clients transition leaders who will influence the necessary change to drive the business to new heights.

Coordinating Your Vision – Questionnaire

Jim has helped our Company prepare for success with a sound succession plan

The fall of 2015 was a new beginning when we met Jim. Jim helped us identify the right people for the right roles and guided shifts in our strategy and market focus. Jim helped us leverage the strengths of our team, and opportunities to leverage client relationships. Jim has helped our Company prepare for success with a sound succession plan for our team and family.

Paul Koester

Koester Construction