Financial Ownership Coaching for Key Employees | Employee Stock Options
Succession
Ensure a smooth and successful transition of leadership.
A well-thought-out succession plan is essential for the continuity of a family business. Identify and prepare the next generation of leaders, whether they are family or non-family members, to ensure a smooth transition and preserve the legacy of your business.
Financial Ownership Coaching for Key Employees
Knowing the ins-and-outs, mechanics, and soft sides of your business is crucial for any employee you hope to sell your company to. However, it is just as important that those key employees understand the financial sides of owning your company as well.
We work with your key employees to help them “test drive” the owner’s chair, and the financials that make or break your business.
Employee Stock Options
For some companies, especially during periods of succession planning – stock options can help incentivize key employees.
Knowing how much you can afford to give up (and how much your can’t), are crucial to making confident equity decisions.
Anytime you have a business that you grew up with, when that’s all you’ve ever done, it’s a big step to think about giving all of that up...”
—Jason, business owner
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