RESOURCES FOR ENTREPRENEURS AND THEIR ADVISORY TEAMS
Clarity about the Business Transition Process
The Five Limitations to Progress
When entrepreneurs contemplate a transition from the daily helm of the enterprise, the focus tends to lean hard on the operating entity and its ownership structure. It’s logical. These are the most tangible elements of the journey, and the most common compensation anchors for the advisors leading the charge. However, the business didn’t grow itself and it won’t sustain itself without equal focus on people, relationships, systems, processes, and detailed financial metrics – alongside legal and tax considerations.
Have a short conversation with your business succession advisor to re-focus the conversation and gain clarity around the Five Limitations to Progress.
#1 Lack of clarity about the real problem
#2 The Missing Math around the real number
#3 Lack of clarity about the non-financial risks
#4 How to make a regretless choice
#5 Who’s going to drive the work that follows the decision
The Anatomy of a True Start
Take a 5 to 10-minute survey to help bring focus for the dichotomy that exists in your logic and soul. Obtain immediate clarity about which areas you have nailed, and you are concerned about, as well as talking points for you to take over the conversation with your collaborative team. Help them focus on helping you (not just focus on what they normally do).
How to take the
Anatomy of a True Start Survey
Education
Southern California Institute
Through our sister firm, Southern California Institute, the TFG partners and associates often provide thought leadership and educational events for business owners as well as the advisors they work with.
To access past recordings and content from our subject matter experts organized by categories such as legal, financial, tax planning, asset protection, real estate, business transition, and more, click here.
To see the full calendar of events or, click here.
For Advisors interested in partnering with The Founders Group to help your business owners navigate conflict, consider our Certified Founders Group Associate Program (CFGA).
Click here for more information.
Business Owner Perspectives – 30 Minute Interviews
The Perspective Series – Entrepreneurs Revealed
Virtual Business Owner Interviews
Listen as Exit Planning Institute board members have 30-minute, informal chats to gain perspective from entrepreneur’s regarding their business succession planning in various stages of transition. Take away valuable insights and lessons learned.
To see the schedule and register for upcoming Virtual Business Owner Interviews, Click Here.
Build Your Transition Planning Team – Where to Start
When considering a business transition, you will probably need 2 or 3 of the below services. The question is, which type of services are the best fit for your business and team as well as you and your family.
Choosing how and when to transition out of your business can be an overwhelming process that leaves many owners feeling stuck, resulting in an eventual regretful decision. The below strategic relationships were vetted and fostered to increase your awareness of available resources, options, and avoidable blind spots – and provide you with the confidence and clarity to choose and assess your right-fit advisory team. Your business is likely your largest asset, your choices now could significantly impact the way you live the rest of your life as well as the legacy you leave behind.
Type of Service |
Company Name and Link
|
Short Description |
Contact |
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|---|---|---|---|---|---|---|
Business Continuity
|
Strazzeri Mancini LLP | Business Continuity Planning for The Decision: keep & grow – or – transition to my family, my key team members, or a third party; in whole or in part, now or in the future. |
Yaas Mirak [email protected] 858-200-1900 |
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Ownership Conflict
|
The Founders Group | Helping successful business owners in conflict who desire a resolution, and a path forward. |
Shelley Lightfoot [email protected] 858-200-1915 |
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Tax Mitigation &
|
Strazzeri Mancini LLP | Helping affluent families and business owners get to the heart of highly relevant matters and resolve messes in the areas of: integrated tax, estate, asset protection, and business continuity planning as well as mediation, facilitation, and family synergy counseling. |
Shelley Lightfoot [email protected] 858-200-1900 |
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Business Valuations &
|
Avenue M Advisors | Providing valuation and exit planning services to clients of every size, at every stage of growth, and in every industry. |
Melisa Silverman [email protected] 312-343-6604 |
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Financial & Operational
|
Next is Now | A specialized strategic advisory firm delivering high-impact financial & operational leadership and solutions. |
Jeffrey Kates [email protected] 908-692-0065 |
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Business Exit
|
Exit Consulting Group | ECG’s Exit Engineering offers a comprehensive strategy coupled with full-spectrum services to ensure a successful exit from your business. |
Andrea Steinbrenner [email protected] 619-202-6888 |
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Business Value
|
Mastery Partners | Helping advisors and their clients diagnose a company’s value killers and the owner’s blind spots to make companies more valuable and more transferable. |
Tom Bronson [email protected] 817-797-1488 |
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Business Value Acceleration
|
Relentless Value | Protect, Grow, and Realize your business’ full potential, right now, through relentless value creation. |
Thomas Dean [email protected] 949-533-4848 |
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Employee Ownershipfor Small
|
Project Equity | Helping workers become owners, boosting businesses and creating lasting local wealth. |
Zarin Kresge [email protected] 415-816-6737 |
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ESOPs |
CSG Partners | ESOP investment banking, including plan feasibility, transaction advisory, and strategic planning. |
East Coast: David Blauzvern [email protected] 617-752-2195 West Coast: John Marino [email protected] 602.671.6577 |
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Family Synergy Work
|
Strazzeri Mancini LLP | Helping affluent families and business owners get to the heart of highly relevant matters and resolve messes in the areas of: integrated tax, estate, asset protection, and business continuity planning as well as mediation, facilitation, and family synergy counseling. |
Shelley Lightfoot [email protected] 858-200-1900 |
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Commercial Real Estate |
Gilezan Global | A full-service real estate brokerage that specializes in all aspects of Commercial Real Estate, Business Brokerage, Business Development, Commercial Investments and Residential Real Estate. |
Jeff Kim [email protected] 858-391-4663 |
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On Demand Leadership |
Cerius Executives | Building leadership teams that build your business through on-demand executives to fill gaps, lead change, accellerate growth – Interim, fractional, direct hire. |
Kristen McAlister [email protected] 949-677-9770 |
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Fractional Services |
Peak Fractional Leadership & Advisory Group |
Strategic Talent Architects™ who sit at the center of every engagement. |
Colleen Ferrary [email protected] 858-333-0663 |