Expert Solutions to Drive Business Growth and Operational Excellence
From strategic planning to leadership development, we provide comprehensive services to help your business thrive
Our Services
Strategic Planning
We are focused on creating Strategic Plans that can be realized. Creating a clear Vision and Goals with actionable plans to support your mission.
Business Operating Systems
Optimize your operations with a customized Business Operating System that creates accountability and scales with your business
Project Portfolio Management (PPM)
Optimize Project outcomes with strategic portfolio management, aligning people, process and tools to achieve consistently better results.
Client Testimonials
Additional Services
EXECUTIVE COACHING
Support key leadership positions with focused coaching. Executive positions are often difficult to mentor or coach due to the inherent conflict between in-house mentor candidates and the leader. Outside coaching is a common solution to this dilemma. BOSS has a customizable approach to leadership coaching that brings decades of leadership and coaching experience to help leaders be the best version of themselves.
FRACTIONAL LEADERSHIP
Need additional leadership horsepower in your organization but not ready gamble on the full time hire. Fractional Leadership can be the answer. BOSS can provide a variety of alternative approaches and focus areas to bear for your company
OWNERSHIP TRANSITION
One of the top issues facing professional services firms is transitioning ownership and leadership in a smooth sustainable way. BOSS has extensive experience with internal and external transitions at your disposal. Customized consulting is available to help you navigate this business challenge.
FAQ
When should we start planning for an ownership transition?
Business owners should always be thinking about their eventual ownership transition, even if they aren’t sure when it will happen. A successful transition is rarely accidental. The best outcomes come from positioning the business and its people for the next chapter.
About five years out, that thinking should begin turning into high-level planning. This is the time to consider your options, identify potential successors, and understand what needs to happen to position the business for a successful transition. Going too far into the details at this stage can become an unnecessary distraction.
Around two years out, the plan should begin to solidify. Decisions about ownership, leadership, timing, and the financial structure need to become more specific, with clear actions and accountability for moving the transition forward.
The key is to start thinking early, plan deliberately, and give yourself time to position the business for a successful transition.
Is ownership transition the same as leadership succession?
No. While closely related, ownership transition and leadership succession are two different challenges, and confusing the two is a common problem in growing professional services firms.
Ownership transition addresses who will own the business and how that ownership will transfer. Leadership succession addresses who will lead and manage the business when the current owners step away.
A successful transition requires both. The firm needs a financially viable ownership transition model and capable leadership in place to run the business into the future.
We’ve seen firms struggle to complete an ownership transition because they lacked the next generation of leaders capable of running the business. We’ve also seen firms with strong future leaders who simply couldn’t finance the purchase of the business.
The lesson is straightforward: ownership transition and leadership succession must be planned together, but they don’t have to involve the same people.
How does BOSS help with ownership transition?
A successful ownership transition requires a team of trusted advisors. Most owners recognize the need for legal and financial expertise, but there are equally important strategic and leadership challenges that must be addressed.
That’s where BOSS comes in. Drawing on firsthand experience navigating ownership and leadership transitions as a firm owner and CEO, BOSS helps owners develop a practical transition strategy that considers both the business and the people who will carry it forward.
We help owners evaluate their options, assess the readiness of their next generation of leaders, develop a plan for leadership succession, and establish the right communication strategy to keep employees informed, engaged, and confident about the firm’s future.
Working alongside legal and financial advisors, BOSS helps connect the ownership transition strategy with the leadership, organizational, and operational realities of making it successful.
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