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Business Succession Planning
Responsibly executed, proper exit planning is a “wholistic” approach that aligns owner, family, and organizational objectives to discover opportunities that when structured and executed proactively become part of an ongoing business culture that maximizes organizational value. Further, it serves to educate stakeholders on all available transition options and contingencies in order to support owners, their families, and their employees and assists each in meeting their goals.
Business Transition Management
The decision and process of a company transition ZAPS the attention of all stakeholders involved whether it be a generational transition to family, the formation of an ESOP or sale to a third party. Although highly challenging in such an environment, it is critical for valuation and to the transition itself for the company to maintain performance throughout. The Headwaters Approach provides additional support so that primary attention can remain on business performance. Emphasis is also placed on post-transition management for the employees, and in the building and presentation of a case for both the business’s quantitative AND qualitative value streams with the purpose of providing the optimal return.
Rep/Contact Info
Douglas Cook
Senior Value Advisor
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An important, and sometimes overlooked, leadership skill is the ability to navigate difficult conversations and achieve outcomes that are perceived as a win-win – even when both sides have to give something up. With practice
conflict resolution skills can become a valuable addition to your professional toolkit.
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Cold calling allows you to go directly to your customers instead of waiting for them to come to you. Even though it can be your least favorite sales activity,
following these tips can make it one of your most effective sales strategies.
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The goal of holding team members accountable is to help them—and the organization—improve, grow, achieve, and succeed.
This five-step approach can help make those accountability conversations more constructive.
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Small business audits are expected to jump by 50 percent, according to the IRS.
These five tips, including hiring an accounting professional, may help safeguard your business from an audit this tax season.
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illions of people are returning to their offices after months of social isolation. Adjusting to what was once normal can cause a surprising amount of stress. What was new and disorienting in our work lives and personal lives over the past year is the ongoing reality of an astronaut’s day. As a result,
NASA has some advice to help us all adapt to post-pandemic work.
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