Succession Planning

JACO’s succession planning advisors understand that effective succession planning requires more than a one-time event and a one-size-fits-all solution. Our team of experienced business advisors is not just individual consultants; they represent businesses, and we provide expertise in governance, succession planning, and transition management to help ensure successful organizational changes.

We collaborate with you to develop a long-term leadership transition plan that aligns with your business’s values and strategic vision. Our transition planning includes:

JACO’s trusted advisors support you through every step of the process—from designing and refining your succession plan to implementing it. We have extensive experience with C-suite interim management and will guide you through that process if necessary. We will also partner closely with you on governance and advisory board decisions, as needed.

Our goal is to ensure your organization has the right talent at the right time, minimizing any disruption to operations. JACO will work with you to create a long-term leadership transition plan that aligns with your business’s values and strategic vision, even advising on exit strategies when appropriate.

JACO’s succession planning team also helps you create a forward-looking investment portfolio model. This tool allows your business to make informed decisions about resource allocation, growth opportunities, and risk management while implementing strategic succession planning.

Recognizing that every business is unique, JACO’s personalized advisory services provide tailored solutions that suit your organizational needs to ensure long-term stability. We believe that if we can take care of the business, the business will take care of the family.

Let JACO help you create a succession plan that will support your organization’s success for years to come.