Co-founder and executive vice president of Patel, Greene and Assoc. (Temple Terrace, FL), a firm with a mission to elevate their families, communities, and profession.
Transition
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President and CEO of CORE Consultants, Inc. (Littleton, CO), a professional services firm with a unique culture that empowers its people to thrive at home, at work, and in their community.
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Baby boomers and millennials may use different leadership styles and cope differently in business and in life, but the interaction of both can deliver some key benefits.
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Break out of the spreadsheet mentality and build an ownership team that drives value and performance long-term. Deciding who gets to be an owner can be one of the most…
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Former president of CobbFendley (Houston, TX), a 530-person firm that is committed to providing innovative engineering solutions with the goal of bettering communities.
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A well-designed sabbatical program can combat burnout and disengagement, ensuring your organization’s long-term success.
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As Zweig Group’s director of ownership transition, Will Swearingen understands the emotional stakes at play when a firm founder decides it’s time to pass the torch.
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When she’s not enjoying the great outdoors, Tracey Eaves is finding share value for firms that are either preparing to be acquired or are planning an internal transition.
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As owners enter the final years of their careers and ponder ownership transition, they have to make some concessions.
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President and principal-in-charge at Taylor Design, an architecture and interior design firm
headquartered in Irvine, California. -
The effort to chart a new path should begin long before firm founders retire, and should be exhaustive.
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Surrounding oneself with the appropriate professionals, and planning accordingly, will position your company for a successful transition to ESOP ownership.