Family
Understanding family dynamics, next generation readiness, and communication frameworks
Business
Addressing succession strategy, value enhancement, and continuity planning
Ownership
Managing transfer strategies, tax considerations, and governance structures
Where Dimensions Intersect
Our approach recognizes that successful transitions require alignment across all three dimensions.
Each intersection presents unique challenges and opportunities that we help address through coordinated professional guidance.
The Liminal Process
Phase 1:
3D Discovery
Values, Priorities, & Gaps
Phase 2:
3D Planning
Planning for Success
Phase 3:
3D Execution
Excellence through Execution
Assess Enterprise Value
We begin with an assessment of the enterprise that is typically a business owner’s biggest asset.
3D Gap & Red Flag Analysis
We identify, quantify, and educate business owners on all gaps and red flags we discover in our deep give analysis.
Prioritized Action Plan
We formulate a Phase 1 Prioritized Action Plan to mitigate risks, close gaps, and establish a launchpad for success based on unique facts, circumstances, and priorities.
Gap Closure
Our deep dive transitions to our Advanced Planning Design Center and educates you on options for gap closure based on your unique circumstances, priorities, and preferences.
Risk Mitigation
We formulate and educate you on advanced planning strategies to protect your assets from being unjustly taken, minimize taxes legally, and take care of your heirs in a worst-case scenario.
3D Integrated Plan
We formulate and present you and your stakeholders an all-inclusive (succession, transition and exit) plans that integrates with your personal wealth and estate plan.
Personal Plan
We partner with you as Personal CFO to ensure your personal plan is executed successfully and stays on track. We monitor, assess, and advise on course correction on an as/if needed basis.
Business Succession Plan
We provide independent guidance, CFO Advisory support to ensure your business will continue with or without you and the value gap will be closed.
Ownership Transition Plan
We manage your team of collaborative advisors, so you do not have to, and ensure franchise players on the team are executing their piece of the plan.
