Plan Your Legacy

Our Ownership Strategic Plan service ensures the family is strategically aligned and communicating effectively.

Strategic planning also helps identify opportunities to improve the company’s business, ownership and family governance practices. To help develop your strategic plan, we survey shareholders, future shareholders and key executives. The Center will debrief shareholders and executives and key executives on how to interpret this report, and conduct a private meeting to discuss findings.

Testimonials

“It was a great experience having four of the five shareholders attending this program. I know we all walked away with a list of action items.”

John Gooding

Chairman, The Gooding Group Companies

“I am getting tremendous value from the Center. I have even brought in several members.”

Justin McClure

President, Daflure Heating and Cooling, Harrisburg