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


Business and Estate Perpetuation Planning

Practical, proven ways to perpetuate and grow your company

At a recent Knowledge Summit at American College, Ralph Christie, Chairman and CEO of Merrick & Co., reviewed how his company, faced with a dark future, used strategic succession planning to reverse a decline and become one of the nation’s leading engineering, architectural and construction management firms. Click on the video below to watch.


At a recent Dominican University of California Graduate School of Business and Leadership workshop, senior executive panelists discussed their perspectives on ESOPs and their use in strategic planning. Click on the video below to watch.

Take control of the future.

You know what it took to build a company. You made your share of mistakes. You risked money you saved and paid the price of success. But now it’s time to transfer authority to someone else. Who? How? When? And what eventually will your life’s work mean – for you, your family and your fellow employees?

If you’re like most leaders, you’ve spent your days managing and building. Unfortunately, you’ve also procrastinated. Perpetuation of the company has lurked at the back of your mind, but you always seem to have bigger fish to fry and you’re confident that when the time comes, you’ll have a number of options. In truth, most companies neglect perpetuation and either wind down, liquidate or sell out.

Choose to act and take control of the future. Seek counsel now to set goals, identify issues and adopt winning strategies. Please contact us and we will respond in 24 hours.