Succession Planning

Succession Consortium

The Succession Consortium works proactively with business owners and their existing advisors to formalize their business and personal succession planning objectives. The Consortium is comprised of a diverse group of local companies that specialize in law, accounting and tax practice, commercial real estate, business valuation, organizational development, financial advising, insurance and risk management, operational development and business intermediary services.

PROTECT WHAT YOU'VE SPENT A LIFETIME BUILDING!

What's your legacy?

The value of having an integrated succession plan-For you and those impacted by you

Defining the vision for your business to achieve its full growth potential

The Six Business Killers-How to avoid them

Legal benefits of entity buy-sell agreements

What's your business worth? It Depends

Improve your business operation to realize its full value

Key issues in the sale of a business

Risk Management Tools for financial peace of mind

Succession Consortium Members

Helping Business Owners Maximize the Value in their Business
Dave Kaverman, Business Intermediary
(260)485-1990

Identify, Coordinate, Orchestrate, Accomplish

Burt, Blee, Dixon, Sutton & Bloom LLP
Attorneys At Law
A business and transactional law firm where quality work, integrity, and honesty are a passion!
A. Dale Bloom, Attorney at Law
(260)426-1300

Corporate, Personal, Estate, Trust, Family

Lisa M. Isenbarger, CPA/ABV, CVA
Accredited in Business Valuations, Certified Valuation Analyst
Todd E. Haines, CPA, JD
Tax Consulting and Compliance
(260)436-9500

Measure and Monitor Value, Plan Strategy, Structure, Compliance, Maximize ROI

Jacob A. Schmidt, CWA - First Vice President/Hilliard Lyons
(260)424-4481

Investment Advisor

Maximize Wealth Accumulation, Manage Risk, Control Distribution

Commercial & Industrial Real Estate Investment Specialists
Dennis Spitler, Broker/Business Intermediary
(574)269-1265

Extending the management capabilities of our customers.
Rob Drummond, President
(260)407-1712

Operational Consultant

Plan, Implement, Modify, Measure

Bridging the gap between expectations and results.
Jerry Hogan, Speaker, Writer, Business Coach
(574)551-7400

Organizational Consultant

Evaluate, Energize, Maximize People Potential