Managing a complex merger integration and keeping your sponsors and key stakeholders engaged is hard enough. So what are you supposed to do when your sponsors don’t get along with each other? How do you keep the multiple workstreams on…
Blog Archives
Unlocking the Wealth Trapped Inside Your Business
Did you know only about 20% of all privately held companies offered for sale each year actually sell? And only around 30% of all family businesses in the U.S. successfully transition from their first to second generation. Maybe worse, 75%…
Posted in Customer Engagement Tagged with: Baby Boomers, business, business owners, culture, customer engagement, discovery, exit, financial planner, gaps, go-to-market, impact, market conditions, preparation, privately-held businesses, pros and cons, readiness, savings, value, Wealth
Plus Delta Recognized as Best Management Consulting Firm for Driving Greater Value for Clients
Wealth & Finance International’s 2014 Wealth & Money Management Awards commend those working within the investment and financial services community from asset managers, wealth managers, private bankers and financial planners to brokers, banks, family offices, financial advisory firms and consultants.…
Posted in Baby Boomers, Coaching, Consultants, Executive Coaching, Family Business, Next-Generation Leader, NextGen Leader, Retirement, Succession Planning Tagged with: 2014 Wealth & Money Management Awards, Baby Boomer, coaching, Consultants, consulting, executive coaching, family businesses, family offices, high-potential leaders, leadership succession process, multi-generation workforce, Next Generation leaders, privately-held businesses, retirement, Succession planning, value, Wealth & Finance International
