Frank Legan Advisors at Cedar Brook Group
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Frank Legan Advisors at Cedar Brook Group
Development of Strategic and Succession Plans are essential to preparing a company for future growth and transition. A great Strategic Plan creates clarity and consensus, sets direction and establishes priorities. It defines your organization’s view of success and prioritizes the activities that will make this view your reality. The plan helps management teams focus on specific strategic objectives that can drive growth.
Development of three to five strategic objectives with ownership and management is the foundation of the plan and guarantees coordination throughout the company. Assessment of the Strengths, Weaknesses, Opportunities, and Threats within the company and with competitors ensures a 360-degree view within the marketplace. Your Strategic Plan is then utilized as a vehicle to assist ownership in determining a course of action for legacy transfer of the business or exit.
With our hands-on approach and experience with family owned companies we can assist ownership in creating a bridge to the future for their company and their family legacy.
Securities offered through Cadaret, Grant & Co., Inc., an SEC Registered Investment Advisor and member FINRA/SIPC. Advisory services offered through Cadaret, Grant & Co., Inc. and Cedar Brook Group, an SEC Registered Investment Advisor. Cadaret, Grant & Co. and Cedar Brook are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Each client’s circumstances and outcomes are unique. Testimonials or endorsements do not reflect a typical client and client results are not indicative of a guarantee of investment performance or financial outcomes. Reviews left on this website or third-party websites may or may not be current clients of our firm. The firm did not offer compensation in exchange for reviews or endorsements. Past performance does not guarantee future results.
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