THE TRUSTED ADVISOR™ NETWORK
business owners are our focus
With the best expertise and tools available from our Trusted Advisor™ Network, business owners can see their options for the future and get the information they need to make financially sound decisions.
business owners: we're your quarterback
John Robinson, acts as the quarterback, and as, part of the team of advisors. Our network is a collaboration of best-in-class professional advisors familiar with Value Acceleration Methodology and trained in the steps for Exit Planning. Because most of the advisors have worked together for years on similar engagements, they act as a seamless team for the business owner.
- John Robinson leads the network coordination, recommending team players to owners, collecting and providing the necessary documentation. Every document for due diligence and analysis is stored in a secure Central Document Registry, saving time and money for business owners and advisors.
- Strategic Succession deliver Business Value Enhancement and Succession Planning advice.
FOR ADVISORS: WE’RE ON YOUR TEAM
The Trusted Advisor™ Network is simply a network of professionals built on trust. Achieving the client’s goal is our over-riding principal. John Robinson has built a trusted network where referrals are a privilege and respect for the client is of paramount importance. John, through his firm, Strategic Succession, appreciates the transfer of trust from one advisor to another.
Strategic Succession offers fellow advisors working on a client file access to a secure Central Documents Registry. This saves time chasing key documents and enhances collaboration on client files.
Here is what advisors can expect when referring a client
- We will proceed at your client’s pace not ours
- An understanding that a reciprocal referral happens when it is a right fit for the client
- When engagement begins we will inform you of the scope of work
- Our standard process is to report back on progress on a timely basis
- Your client can expect: experience, trustworthiness and team work. And, exceptional engaged and deep listening skills
- Your client crosses the finish line with a plan that is right for them
Find out how John can help your client build value in their business and have a plan for a successful succession.