- Outline vision and growth plans
- Plan for next-generation leadership and facilitate leadership development
- Evaluate next-generation talent
- Tracking and accountability
- Assess skills, values, and interests
- Identify possibilities
The steps in business succession planning can be summarized in four words: direction, timeline, vision, and action. But there are more of these that you need to know about the succession planning strategy. During succession planning, we dive into the nitty gritty aspects of business succession planning. We help owners outline their vision and growth plans. Keeping in mind our 7 Principles of Successful Business Succession Planning, we help business owners create plans for next-generation leadership and facilitate leadership development.
Our succession planning strategy involves evaluating next-generation talent. We join you on your journey to assess their skills, values, and interests while empowering them with skills they need and the tracking and accountability you need.
We help you identify possibilities for you and your business at every point on your business succession journey.