Our 3-Step Process

At John Degen and Associates, we use a refined process to address ALL of your business planning and succession planning needs. Starting with three simple steps:

Step 1: What do you need?
We work hard to help you achieve the goals you envision for yourself upon exiting your business. What's most important to you? What do you need to retire comfortably? What type of legacy would you like to leave? These are the types of questions we ask so we can gain a comprehensive understanding of your needs, both business and personal, so that we can assist you in creating the future you desire. 

Step 2: What do you have?
We have a unique toolkit to help you identify your business value or net worth. Then we list these data and resources in a user-friendly format to give you a clear and concise picture of what you have.

Step 3: Is there a gap?
If there's a gap between what you need and what you have, we can direct you to other professionals who can help to fill your gap. This can involve many different layers- we're here to play quarterback and help you navigate those layers- whether it's financial planning, succession planning, family consultation, or exit planning, we take a dynamic and innovative approach to addressing all of your unique needs.

Services we help coordinate to close the gap:
Business Growth

•  Innovation management system
•  Production design and development

Continuous Improvement

•  Lean enterprise
•  Quality management and improvement systems


•  Environmental and energy management systems
•  Energy audits and cost analysis

Strategic Planning and Continuity Planning

•  Personnel and management development

Family Governance

•  Systems trained family business psychologists

"When a man does not know which harbor he is headed for, no wind is the right wind." -Seneca