Mr. Davidow is a Certified Financial Planner (CFP) with more than 40 years of experience in business consultancy services. He has assisted several hundred of closely held corporations in Retirement and Succession Planning. Below is an overview of his services and approach.

Business Succession Planning Services

Leadership change is inevitable. It’s imperative for business owners to build a strong and effective leadership pipeline and ensure business sustainability. However, it is easier said than done. Mr. Davidow has many years of experience in providing succession planning consulting across business situations such as mergers and acquisitions, organizational restructuring, ownership transfer, ongoing business assessment etc. Mr. Davidow will work with you throughout the succession planning process and guide you through the decision making process. His expertise includes: 

• Situational assessment and goal setting
• Business valuation
• Organization leadership design and talent assessment
• Business succession strategy and planning
• Estate planning
• Business transition planning
• Talent development program design and management
• Tax planning
• Change management

A Unique Approach

Succession planning is a delicate activity that requires strategic direction along with tactical implementation. Mr. Davidow follows a unique approach that ensures that organizations have an effective succession plan and follows a seamless transition to realize it. Our unique assessment process includes: 

• Personalized review of client’s context – Organization, valuation and talent
• Alignment of succession planning with business goals and values
• Well-articulated succession strategy backed with a comprehensive action plan
• Clear and measurable business goals along with milestones
• Targeted talent development and growth
• Collaborative approach for effective buy-in

Contact us today to find out more how we can help you establish and implement an effective retirement and succession planning strategy.