Firm Founders and Owners
Are you an independent wealth management firm owner ready to plan a successful, joyful succession and transition?
Growing a successful firm takes incredible focus and energy. And for many founders and shareholders, it’s easy to lose sight of that eventual moment when you’ll be ready to move on.
Don’t get caught in the current of business as usual.
Build a sustainable business that can leave a LEGACY
— and that you can enjoy along the way!
It’s time to leverage the power of the Succession Success Formula. For you, your NexGen professionals, and your clients.
I help owners lead with a powerful vision for their business and eventual succession — in whatever form brings the most fulfillment.
Are you ready?
- Are you ready to get real about the true cost of “business as usual”?
- Are you ready to hit the reset button with team members critical to the mission of building your legacy?
- Are you ready to create a vision for your business that supports your lifestyle AND has enterprise value?
Are you ready to jumpstart your succession and legacy planning — with heart?
Are you prepared for your leadership succession?
Subscribe today to learn the 2 key elements of a successful transition — and the #1 obstacle.

My customized coaching and facilitation, strategy sessions, and workshops help founders and owners adopt the “Triple Win” mindset.
A win for owners. A win for successors. A win for clients.
Succession and transition can be a challenging process financially, operationally, and—importantly—emotionally. By using the Succession Success Formula to focus on creating a Triple Win for Succession, you create a solid foundation.
Strategic succession.
Long-term legacy.
True satisfaction.
The risk:
What are the real cost to you, your business, and your legacy of the status quo?
- Vulnerability — if you aren’t thinking ahead, you may be risking the potential for a future transition
- Disengagement — without buy-in, you might lose good people to disinterest, disappointment, frustration, and anger
The reward:
Support for you and your team ensures you are prepared for a successful transition.
- Vision — navigate a financially and emotionally challenging process with support and ease
- Momentum — create excitement for business succession by securing your legacy and the long-term sustainability of your firm
Start today.
- Small group workshops, from 3 – 12 participants
- One-on-one coaching for firm founders/owners and/or NexGen professionals
- A combination of consulting, team training, and one-on-one coaching
I am there to guide and support you every step of the way.
IMAGINE with me.
- You — leading with confidence, enjoying your business, and creating financial results that support your ideal transition.
- NexGen successors — engaging with you to support your vision for succession, confident in their roles and contributions.
- Clients — feeling secure in the knowledge they’ll be taken care of throughout the transition.
WORK with me.
- Communicate a compelling vision for your business, life, and legacy
- Cultivate wholehearted engagement from your team and your clients
- Inspire excitement and momentum fueled by your own enthusiasm
I customize my programs to meet the unique challenges faced by firm founders and/or owners.
Hear it from your peers
Are you ready to say “ENOUGH ALREADY”?!
Are you whole-heartedly ready to make a change?
Don’t leave your legacy to fate.
Let’s create a compelling vision and a winning strategy for your successful succession.
Are you prepared for your leadership succession?
Subscribe today to learn the 2 key elements of a successful transition — and the #1 obstacle.