As a trusted advisor in your field, you are likely to have some clients who are stalled due to the emotional and psychological barriers to their succession/business exit. I can address that initial hurdle that enables you to progress with your client.
I focus exclusively on the founder’s personal journey, emotional readiness, and post-exit purpose.
I do not provide legal, tax, or financial advice, instead I work in close partnership with the existing team of trusted professional advisors who are experts in these areas.
Details of my commercial experience and professional accreditations as an executive coach are here. Most of my career has been building and managing SME partner channels in the UK & globally, so I am able to share that experience to support your specific needs as an Advisor.
Every partnership is different but I believe the following principles provide the foundations of transparency and trust:
1. Non-competing – I do not provide any technical advisory service that is competitive with any of my partners. My exclusive focus is the coaching of the founder and potential successors and I respect all of your existing client relationships.
2. Confidential – I respect and keep confidential any client or partner information relevant to the partnership & do not disclose them, without express written consent from my partners.
3. Mutually beneficial in the long term – The intent is to build a long-term relationship where clients gain more value from the addition of each other’s services, where there is a genuine identified need. I do not engage in short-term commission based partnerships.
If you would to explore how a potential partnership could unlock succession for a select number of your clients, please get in touch.
