Transition

We offer a breadth of consulting services. Some clients have a specific need. Others rely on us as partners for long-term management consulting in several areas of their business.

Ownership Transition

Services include firm valuation, design of buy-sell mechanisms, identification and addressing non-financial considerations, and follow-through with the client’s lawyers and accountants.

Leadership Development

Services include assessment of leadership potential, training to strengthen leadership skills, and development of game plans to bring future leaders into roles that will accelerate their transition into group and firm leaders.

Mergers & Acquisitions (buy side / sell side)

Services include identification of firms for acquisition or merger, evaluation of the potential of specific affiliations, firm valuation, assistance in structuring mergers and acquisitions, and planning integration processes toward the goal of maximizing downrange success.

Company Valuation

Services include determining the valuation of a firm in various circumstances of sale, recognizing, for example, that firms carry different values in internal transition than in external sale.

Deep industry expertise

The Coxe Group is not one or two consultants — but a group of 10-plus who together bring more than 300 years of experience in organization management, financial management, marketing, personnel management, and behavioral science. Many of us are registered professionals in the fields we serve. Some of us have carried responsibilities as principals and managers.

Our richness comes from our diversity. And our strength comes from our collaboration. With such a broad base, we can address collectively all the issues surrounding a firm’s goals, plans, structure, people, and finances. When you work with The Coxe Group, you have access to this entire resource.

Today’s increasingly complex organizations need to be skillfully led and managed to endure. We are proud to be in the forefront of those who have responded to these leadership and management needs and advanced the state of the art.