Founder and Managing Director, Chief Strategist at Birkdale Transition Partners, LLC - Chicago, Illinois, United States
Successful transition planning starts well before there is any event.Helping owners Create Their Path to Higher Valuation is our mission. Our programs are designed for business owners to Grow their Business, Accelerate Transferable Value and Transition-Readiness:In the Woods-Operating, business is complicated and often overwhelming. Growing your company while preparing for your eventual transition, will protect you in case of unforeseen changes and create value for your business today. Planning now positions you to have choices and a more successful outcome tomorrow.Transaction-Your business is the most significant asset you own. The decisions you make in a transaction are vitally essential to ensure that your goals and objectives are met. Our comprehensive transaction system supports you through the process.Outcome-Understanding where you personally stand today, the transferable enterprise value of your business, what can be done to accelerate the value and what you plan on doing after a transaction is keys to a successful outcome. That's why our process includes exploring your goals for "Life After Business," whether a new business, philanthropy, or building your legacy.Birkdale is a strategic business planning organization focusing on small to mid-size company outcomes. As the most senior strategist, I oversee all client relations and am responsible for the company's collaborative approach. I have demonstrated a consistently proven result for over 100 clients over time and specialize in working with the business owner and their family to elevate the value of the team of advisors and, ultimately, increase the financial value of the transaction outcome.With a straight-forward, candid style and a commitment to dedicate and express issues, opportunities, and recommendations for solutions, I am most known for facilitating difficult conversations where all parties are aware of the potential outcomes.