Case Study: Succession Planning Process
I met with Carl three times in less than times weeks. He really wanted me to “experience” his business, show me how great they were doing and what an exciting client company this was going to be.
…I met with Carl three times in less than times weeks. He really wanted me to “experience” his business, show me how great they were doing and what an exciting client company this was going to be.
…“My dad left such big shoes to fill—and everyone is watching,” Kathleen said in one of our first conversations. She went on, “And the trouble is, I want to run the company differently than he did…you know, really make it my own.”
…We encourage advisors who have completed the Family Business Advisor Core (FBAC) training to use the “Family Business Matters” marketing presentation to share their family business expertise with interested audiences.
…Use this worksheet to guide your clients in considering several crucial questions.
…Use this worksheet to determine the needs and gaps in your client’s organization as they prepare for the next leader.
…The purpose of this worksheet is to provide a platform for discussion. During the development of an effective succession plan, it is important to plan the transition of roles and responsibilities of key management team members.
…Why is business coaching so popular? Because it works.
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