Providing You and Your Business with Solutions

Business Legacy Consulting provides solutions that are unique to each client’s size, industry and current challenge. The first step is always to listen, listen more and then listen even more!

Our clients’ problems are solved using one or more of the following consultative approaches:

Exiting Your Business and Protecting Your Wealth

Exit Strategy Planning – Whether you are 3, 4, or 7 years away from transitioning out of your business, we can help you craft and implement a transition plan that will achieve your personal goals.

We address the issues of Exit Strategy Planning for you and your business in three distinct areas:

• Your Financial Readiness to leave the business
• Your Mental/Emotional Readiness to leave the business
• The Readiness of your Business to be transfered or sold

Improving Family Dynamics

Family/Work Challenges – There are many issues unique and challenging to the family-owned business. Remember the elephant in the room? Business Legacy Consulting works with you to resolve issues including:

• Stress and tension due to family conflict within the business
• Clarification of roles and responsibilities of family members as well as roles of upcoming family members entering the business
• Inequities in family compensation plans
• Family communication systems including the lack of work/family boundaries

Fostering Leadership

Executive Level Coaching – All confidential conversations with an experienced executive coach. Topics of conversation include (but are not limited to):

• Family business related issues
• Workplace stress and relief strategies
• Succession plans/retirement/exit strategy issues
• Management/leadership skills building
  
  

Retreats – Senior Level Retreats designed and facilitated to:

• Strengthen leadership teams
• Build leadership skills
• Provide out-of-office time for strategic planning
• Model skills such as meeting planning and time management
  

Focus on the Business

Strategic Planning – Business Legacy Consulting designs and facilitates your Strategic Planning process which:

• Provides a roadmap for the future through the development of goals, objectives and performance metrics
• Determines what the business priorities are
• Determines how, when, and where company resources will be used
• Provides the owner with a system to better run the business because metrics don’t lie.
  
  

Best Practices – Business Legacy Consulting will focus on strategy, finances, and operations to increase the value of your business.

This Operations Component includes:

• Getting the right people doing the right things at the right time.
• Ensuring key business performance metrics are in place.
• Developing and executing strategic objectives.

Interested in a free consultation? Contact Karen or Mark at Business Legacy Consulting or 508-639-9879 today for a free consultation.