7 Principles of Successful Business Succession Planning
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SUCCESSION PLANNING
- Outlining vision and growth plans
- Planning for next-generation leadership and facilitating leadership development
- Evaluating next generation talent
- Tracking and accountability
- Assessing skills, values, and interests
- Identifying possibilities
Family Business Strategy
- Resolving conflict
- Managing relationships
- Leading with vision
- Communicating effectively
- Designing and implementing a Family Council
- Crafting contingency plans
Ownership Strategy
- Developing integrated, long-term ownership plans
- Educating and preparing owners
- Designing ownership transference processes
- Creating governance structure and policies
Generational Planning
- Addressing multi-generational concerns
- Framing resilience strategies
- Developing long-term governance
- Designing and development of Family Council
- Considering retirement plans
- Creating alignment generationally
Individual Path Finding & Purpose
- Locating your path for moving forward
- Finding “what’s next”, or figuring out where you fit in the business
- Facilitating understanding of purpose
- Creating a strategy for achieving purpose and fulfillment
- Building networks of communication and support for individual transitions
- Managing the paradigm of family and work
- Learn more The Pathfinder tool
Internal Business Transitions
- Optimizing business value
- Defining goals and success
- Engaging stakeholders
- Crafting contingency plans
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