Case Study

Coordinated Team Effort Created Five-Year Transition Plan

Coordinated Team Effort Created Five-Year Transition Plan

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9855 West 78th Street • Eden Prairie • Minnesota • 55344 952.829.5700 • www.theplatinumgrp.com Coordinated T eam Effort Created Five-Y ear Transition Plan How Platinum used a family council for effective communications and decisions Situation: The founder and owner of a 30-year-old family business (precision machining) heard about a fellow business owner’s succession plan with Platinum Group’s help. An introduction was made and work start

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