Futureproof
Planning a legacy ownership transition and trust transfer
Commissioning client
Founder
Industry
Patient care
Business type
Ownership model
Dental practice
Dentist-owned
No. of employees
Phase
42
Ownership transition
MEB category
Strategy, People, Influence, Impact
Capabilities
Cammarata Pediatric Dentistry
Organization
Year founded
1999
2021 - 2022
Years of collaboration
Brand strategy
Function
Naming & logo transition
Focus
Executive counsel
Executive coaching
Leadership alignment
Leadership development
Internal communications
Stakeholder engagement
Brand marketing
Creative direction
Creative project management
Commissioned by owner to work with her and successors to prepare themselves, staff, patients and other key stakeholders - plus the brand identity - for a slow-rolled ownership transition.
Develop an ownership transition strategy focused on transferring trust with key stakeholders re renowned owner & long-standing, succeeding partners
Work with owner and successors to methodically prepare for new responsibilities and transfer institutional knowledge, best practices for dental practice management
Prepare primary brand properties for a stair-stepped transition, slow-rolling the original name out of the spotlight
Work with and prepare staff for managing change with key stakeholders as directed by a phased communications strategy for transferring trust
Competitive analysis and recommendations on white space
Stair-stepped brand identity suite
Phased communications strategy for transferring trust
Self-guided playbook for transferring owner’s institutional knowledge and business acumen
Recommendations on modernizing business and patient care infrastructure + transforming and evolving culture to preserve values and affinity under new ownership
case study
work products
