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Professional Land Surveyor

Professional Land
Surveyor

Providing strategic direction for a North Carolina father-son PLS firm generating $1.8M with 20 employees—positioning them for scalable growth and long-term success through succession planning.

Background

A family-owned professional land surveying (PLS) firm in North Carolina, founded by a dedicated owner who also held a partnership in a $50M supply company, had been in business for nearly 15 years. While it once provided reliable supplemental income, the firm had begun to stagnate, with revenue declining and no clear path forward. The owner’s son, now in his final year of a civil engineering program, expressed a strong interest in taking over and growing the business. However, the company faced critical obstacles: no formal strategic direction, limited scalability, and the absence of a structured succession plan—each posing significant risks to long-term sustainability and future growth.

Challenges Identified

  • Absence of a clear strategic plan for growth and expansion

  • Limited succession planning, risking leadership gaps and continuity issues

  • Operational processes that were heavily reliant on key individuals, making scalability difficult

  • Need to position the firm for sustainable, long-term success beyond current owner involvement

  • Ensuring institutional knowledge transfer and leadership development

Solution Implemented by Shapcott & Lauber:

Our team collaborated with the client to develop a comprehensive strategic growth and succession plan:

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  • Conducted a thorough business assessment to identify growth opportunities and operational bottlenecks

  • Facilitated leadership and team development workshops to prepare future leaders

  • Created a formal succession plan, outlining leadership transition steps and timeline

  • Developed scalable operational processes and standardized procedures to support growth

  • Implemented strategic initiatives to expand service offerings and market reach

  • Provided guidance on governance structures, ownership transfer, and long-term planning

Results

  • Clear strategic roadmap established, aligning goals and growth initiatives

  • A well-defined succession plan to ensure leadership continuity and knowledge transfer

  • Processes streamlined for scalability, enabling the firm to take on larger projects and new markets

  • Increased confidence among staff and clients regarding the firm’s future stability

  • Positioned the company for sustainable growth and long-term success

Client Testimonial

"Taking the leap with Shapcott & Lauber was instrumental in helping us clarify our vision and prepare for the future. They guided us through the complex process of succession planning and helped us develop scalable systems that will support our growth for years to come. Their expertise gave us confidence that our firm is well-positioned for continued success beyond my leadership. We’re grateful for their strategic insight, financial management expertise and personalized approach."

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