Fulcrum Edge's TraumaPlan
is a menu of step-by-step actions for what should happen after a traumatic event within the first 24 hours,
1 week, 30 days and so on, so those facing trauma can deal with personal matters and know the business continues to run smoothly.
Fulcrum Edge's FuturePlan
forms the basis of your organization's long term succession strategy based on current ownership or management structure and then focuses on your longer term personal and business goals.
Fulcrum Edge's Business Succession and Estate Planning Analysis
is an in-depth review of your business and personal holdings, pulling everything together into an integrated visual picture with recommendations to optimize your situation.