Partnership & Succession Consulting
Consulting > PARTNERSHIP & SUCCESSION
Align Leaders, Inspire the Next Generation, and Preserve Legacies
Our partnership and succession solutions enhance collaboration and secure the long-term stability of financial advisory firms. We develop a clear and unified partnership philosophy, align partner compensation with individual roles and overall firm success, and prepare for smooth leadership and ownership transitions.
In addition, our personalized leadership coaching and next-generation development programs empower both current and emerging leaders to achieve professional success while building an enduring legacy for your firm.
Partnership & Succession Solutions We Offer:
Partnership Tracks & Philosophy Development: Create a clear and unified path to partnership by establishing core values, defined partnership tracks, and shared goals that support long-term lasting collaboration.
Partner Compensation & Equity: Fostering collaboration and accountability by aligning rewards directly with individual roles, responsibilities, and overall firm success.
Partnership Disagreements & Conflict Resolution: Helping organizations rebuild trust and resolve conflicts among partners or navigate the process of proactive separation when necessary.
Succession Planning: Helping you prepare for leadership and ownership transitions to safeguard business continuity and long-term stability.
Next Generation Leadership Development: Working one-on-one with emerging leaders in your firm to equip them with the skills and experiences necessary for future executive roles.
M&A: Assists firms in acquiring, merging, or being acquired to scale operations, enhance market presence, and/or provide founder or partner liquidity.
Private Equity & Capital Analysis: Evaluate private equity opportunities and capital structures to support strategic growth and liquidity.
