This SHifT Succession conversation includes two dynamic practitioners in the field of exit planning.
Trudy Pelletier, Family Enterprise Advisor, Certified Exit Planning Advisor (CEPA), Certified executive Coach, and president of The Family Stewardship Group Inc.
Robert Welke, Value Acceleration Specialist, Certified Exit Planning Advisor (CEPA), Certified Value Builder
The very notion of succession planning is emotional … there are not only business considerations, but the family considerations as well. “What will this mean for me and the people who depend on me?”
In this episode we explore all of the unique qualities that make an entrepreneur a success, may be the very things that hinder them during the succession planning.
• Independent—Confident
• Innovative—Motivated
• Resilience—Risk Takers | Change Makers
• Passionate—Critical Thinkers
• Competitive—the need for achievement and for control
Whether the change has been thrust upon you, or you are starting to plan as part of your strategic business plan, there are valuable insights in taking the time to listen to these experts.
No, you can’t do it on your own, even if you wanted to. Those who do it on their own, simply run the business out and wind it down. If you want to harvest your value, listen in.
Here’s why SHifT conversations are important.
Strategic, consistent conversations with experts will assist professionals and entrepreneurs alike to improve their business practices through interactive conversations inclusive of communication, leadership, culture, consulting, wellness, compensation, community, growth, and connection which creates actionable ideas for sustainable growth.
