RECAP06032025

Title Organizational Chart Status: Complete Summary : Redesigned the organizational structure to enhance efficiency, scalability, and alignment in support of long-term growth and integration.  Key Actions: • Reorganized around core disciplines to streamline operations, enhance work sharing, and provide consistent technical standards. • Created a structure adaptable to future expansion

• Supported seamless integration of new firms and leaders • Improved access to specialized resources across teams

Baxter & Woodman | VISION 2026 Strategic Planning Recap

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