“Results that exceeded our expectations.”
— Financial Services CEO
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"Jim Crocker made a huge difference with Heritage Education Funds Inc. We needed to focus on a clear direction and strategy and Jim galvanized the managment team to the point that our results (30% sales growth) exceeded our expectations. He continues to be a valuable resource to our company and has made a significant contribution to our bottom line. A good coach, facilitator, strategist, resource. Highly recommended !!"
Financial Services Board Chair
Today Boardroom Metrics is hosting a group of Accomplished Sales Executives. We are always on the lookout for our next Accomplished Executive. If that’s you, we’d love to know you’re out there.
Here are two great succession planning checklists.
This one is from the CFIB. This one is from Downey & Company, a CPA firm.
It’s great that there is so much information available on succession planning. However, there’s a common feeling I get from all succession planning checklists – aside from getting a business valuation, they all treat [...]