About Us

At The Crossroads. In today's precarious business climate, the leaders are face to face with risk on steroids.

The Anatomy of Failed Succession.

True Stories. Read succession case studies.

West Coast Office
755 Baywood Dr., 2nd Floor
Petaluma, CA 94954

East Coast Office
4775 Linglestown Rd.,
Suite 100
Harrisburg, PA 17112

Ph: (415) 524-8266
Fax: (415) 448-5298


Employee Expense/Motivation

Harness Creative Energies

Using an ESOP during economic declines can be powerful because owners and managers can appeal to all employees as owners. If properly structured, an ESOP also can reduce short-term employee expense without reducing headcount. The idea is to identify transactions that create more equity and minimize expense. And please be aware there are many other tactics you may also consider. You will need a user name and password to access this proprietary information. Please contact us and we will respond within 24 hours.