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Succession Planning

Articles, presentations, exercises, and materials related to succession planning.

Pre-Succession Planning Exercises

Identity and Life Transitions Worksheets

What does it mean to leave your business successfully? According to GFBAI member, Paul Cronin, COO of Successful Transition Planning Institute, it requires “having a clear plan now for what you want to do with your life after leaving your business.”

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Filed under: Resource Library, Succession Planning

Succession for Yourself

Practicing What You Teach

Are you a family business advisor whose age starts with a 5 or more? Are the people in your office walking on eggshells wondering what happens to them when you retire? Are you practicing what you teach about planning for what happens to your practice when you begin your “third phase?”

…
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Filed under: Resource Library, Succession Planning

Unsticking Succession Planning

Recognizing grief as the glue that binds us to the past

I’m stuck and I know it! It could be a great new space…take out the bunkbeds and the dresser painted the once-perfect yellow…bring in a bigger guest bed, add some new pics…and voila! A new guest room and place for my sewing machine and yoga gear. Over the last year, I’ve composed the Craigslist ad a dozen times…in my head. But I’m stuck.

…
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Filed under: Resource Library, Succession Planning

Succession Planning Worksheet

10 crucial questions

These are some of the questions we suggest you consider answering as you look to the future—your own and your businesses’.

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Filed under: Resource Library, Succession Planning
Grief in the planning process

Unsticking Succession Planning

Dealing with Grief in the Planning Process

Good grief! Have you ever scratched your head wondering why your client is resisting the creation of an all-important succession plan, especially if that’s what you’ve been hired to do? Or maybe your aging accounting client keeps ignoring your suggestions to work with a succession planning expert?

You might be surprised to learn that grief is actually one of the emotions and invisible barriers to creating a plan for succession. But what is the grief about?  Where does it come from? And what can you do about it?

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Filed under: Resource Library, Succession Planning

What if things didn’t change?

Reframing the inevitable

My main symptom is acceptance. Acceptance in the form of many thoughts that distill down to: “Okay, so things are changing, what are my options for dealing with it?” And when I am at my most optimistic, I add: “…and coming out better or happier on the other side?” Since I’m referring to The DREC Model for Change, acceptance is a fantastic symptom.

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Read moreWhat if things didn’t change?
Filed under: Resource Library, Succession Planning
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Book Feature: Fragile Power

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Introducing Peer Groups

The Connected Generation with Nike Anani

Enterprising Families Podcast with Tsitsi Mutendi

Strengthen Your Brand, Build Your Business

Introducing our new partners

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Browse by topic: succession planning

Pre-Succession Planning Exercises

Succession for Yourself

Unsticking Succession Planning

Succession Planning Worksheet

Grief in the planning process

Unsticking Succession Planning

What if things didn’t change?

Explore more topic areas in the Resource Library.

Browse by topic: workforce management

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Happiness in the Workplace

People problems rarely “work themselves out”

Honor the Contributions of Next-Generation Leaders

Ali and the Disappearing Generation

Leadership Transition: the Good, the Bad & the Ugly

Dealing With Emotional Issues in Choosing a Successor

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