Client: Privately Owned Recycling Business
Objectives:
- Create a strategic plan to guide the new management team’s expansion efforts
- Prepare for a successful family ownership and leadership transition
- Secure professional business mentorship
Our Role:
- Facilitated a comprehensive strategic planning process with owners, management, and key employees
Results & Value:
- Finalized the company’s first strategic plan in its 28-year history using a proven planning process
- Developed a four-year leadership succession plan for the next generation
- Established a plan implementation approach and future planning process