Feel like you are standing in a field all alone? You are an entrepreneur…a business owner who has created and built your legacy but it’s time to ensure that your hard work will be preserved for generations to come. I am not a lawyer or an accountant…I’ve worked with many of them, but that’s not what I do. I am a strategist who can step back and look at a complex scenario, analyze things quickly, and develop strategies to achieve results.
Legacy Management is creating a strategic plan to build, monitor, and adjust the moving pieces over time in order to achieve your goals and objectives.
A Different Perspective
You’ve become an Expert in your field…whether it’s technology, finance, manufacturing, or more…but you need a fresh set of eyes to give you a different view about your strategy.
Complex situations do not always require complex solutions. One of my earliest mentors taught me the value of KISS methodology – keeping it simple!
I can offer you a fresh perspective and an outlook on how to accomplish your stated goals as we have defined them.
Navigating Rough Waters
A lighthouse is a beacon…a warning! Rocky Shores ahead! Just like that, cash flow and profitability are warnings for any business and can predict if you are headed for smooth sailing or treacherous waters. It can be difficult for entrepreneurs to see to make tough decisions because of the emotional attachment which comes from growing a business you started,
I’ve been through extremely challenging personal situations that seemed like the perfect storm. I went through a difficult divorce, then lost my mom in 2018 and more. I’ve fought through lawsuits and federal court cases (and lost!).
These times will pass, but life goes on and so should your strategy…so should your legacy.
Please reach out to me for a Confidential Discussion to determine if our abilities can help you achieve your goals!