“As our founder began contemplating the sale and succession of his 35+ year practice, he thought it might be best to have a way to discuss any potential conflicts created during the transition without it becoming personal. Through a referral, we began working with Jennifer to frame how we would communicate and negotiate terms, discuss unexpected obstacles, and ultimately transition the firm from the owner to the successor. Through her careful guidance, we were able to establish open communications about each of our needs and find effective methods to navigate team and client reactions to the changes underway, all while honoring the culture our firm has so proudly formed. Jennifer took the time to fully embrace a strategic understanding of our firm and helped us with actionable steps to create a seamless transition for everyone involved. There’s no way we would have done it as smoothly without her.”
