Succession Planning Western Slope of Colorado - Supporting the Region


One of my objectives in moving to the western slope of Colorado was to enjoy the special resources of the area and at the same time serve regional businesses and support them with my specialized expertise in succession planning and working with family-owned businesses. I am based in Montrose and look forward to delivering my proven methods and processes of facilitating the transition of ownership of family-owned businesses.

I work with owner managed businesses and their existing team of support professionals which usually includes an attorney and CPA. Because of my extensive work in this field, I have developed a network of specialized attorneys, psychologists, and other experts that can help to streamline the complicated process of developing and implementing business succession plans.

I look forward to working with my neighbors to provide support to regional businesses. Please give me a call to schedule an appointment with no obligation to see how we can help your business.

Blog

Challenging Uncertainty »

Recently, I have written about defining the future, being unemployed, and underemployed. Having a good insurance policy on avoiding these difficult challenges would be a good idea. However, buying a policy off the shelf from your insurance agent just isn’t an option. One way to cope with challenging situations emerged from some words of wisdom from [...]

Defining the Future »

Everyone has their own perspective and method of doing things. The same is true of organizations. This is known as culture. Another term to describe these beliefs, habits, and traditions is known as paradigms. Paradigms are frequently so deeply rooted and ingrained that they become barriers to a person’s ability to see new ideas and [...]

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