OUR PROCESS
Our Family Business Consulting Process: Complexity to Clarity
No matter where you are in the lifecycle of your ownership transition, before, during, or after, we specialize in helping you find clarity amid the complexity through our Clarity Foundation™.
This process will teach you how to mitigate roadblocks and promote effective communication, helping you build a brighter future for yourself, your family, your business, and your ownership.
At Interchange Capital Partners, we are committed to helping you transition from complexity to clarity.
Learn more about our process by emailing team@interchangecp.com or calling one of our Business Advisors at 412-307-4230 to schedule an introductory appointment.
After answering these questions there may still be gaps in understanding that could hinder effective action.
Our understanding step aims to fill these gaps by offering education and modeling various scenarios. This helps you comprehend your path and the alternative options available to you.
Now, with clarity and understanding, you can move into action. This step determines the success criteria for designing an effective action plan.
OUR PROCESS
The Clarity Foundation™ is designed to foster understanding, collaboration, and action among all stakeholders to:
Develop a clear vision of your future
Model out scenarios to target the right path the first time
Take the steps necessary to get it done
QUESTION ONE
In three years, what must have happened personally and professionally for you to feel happy with your progress?
QUESTION TWO
What dangers or fears would you like to eliminate if you could?
QUESTION THREE
What opportunities would you like to capture?
QUESTION FOUR
What are your greatest strengths that you want to further develop and maximize?