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Succession Readiness

Prepare individuals in your organization for the successful, orderly transition of leadership and management responsibilities.

Are you worried about who will replace you at the helm when you want to step down?

Do you think your adult child is capable of the responsibility?

What would it look like if you brought in a non-family CEO?

Are you worried about who will replace you at the helm when you want to step down?

Do you think your adult child is capable of the responsibility?

What would it look like if you brought in a non-family CEO?

A young man shaking hands with an elderly couple, symbolizing respect and intergenerational connection.

Our Experience

Our deep experience is helping families discuss leadership succession -- identifying the best person to step into the top leadership role while balancing family dynamics. We're here to help you position your company for longevity and it may turn out that a relative isn't the best person to take control.
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Plan Implementation

We can help implement a succession readiness plan, which can involve creating a clear vision, developing a strategic plan, identifying leadership needs, strengthening governance, or managing conflict to help ensure your company's longevity. We will assess the strength of the Board of Directors and Family Council.
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Get In Touch

If you’d like to learn more about succession readiness, or if you have any questions, give us a call, or connect with us through the form below, and let’s start a conversation.