• Skip to main content
  • Skip to after header navigation
  • Skip to site footer
Galliard Family Business Advisor Institute

Galliard Family Business Advisor Institute

  • About Us
  • Core Training: FBAC
  • Find an Advisor
  • Become a Member
  • Resource Library
  • Training Calendar
  • Member Login
  • Member Account
  • Log Out

  • About Us
  • Core Training: FBAC
  • Find an Advisor
  • Become a Member
  • Resource Library
  • Training Calendar
  • Member Login
  • Member Account
  • Log Out

Unsticking Succession Planning

Grief in the planning process
By The Galliard Team

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?

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?

Matthew Kerzner, PhD Candidate in Organizational Psychology, will share some of his research:

  • Learn about the significant and unintended business benefits of creating a succession plan
  • What are the psychological barriers to creating a succession plan?
  • Which business founders and leaders are most likely to put up these barriers?
  • Signs and symptoms to look for when you sense the succession planning process is getting bogged down
  • Tips for coaching business founders and leaders through their planning resistance

About the presenter:

Matthew Kerzner is a Senior Manager in the Center Family Business Excellence Group at EisnerAmper LLP. Matt has more than 25 years of experience in organizational development with a specialization in assisting family businesses and closely held businesses with addressing transition, financial stability and sustainability, and human performance management matters. Matt is an adjunct professor at the University of New Haven, and a PhD candidate in Business Psychology through the Chicago School of Professional Psychology. Learn more.

Members can view the webinar recording below.

The following content is accessible for members only, please sign in:
Loading…

Share this:

  • Click to share on LinkedIn (Opens in new window)
  • Click to share on Facebook (Opens in new window)
  • Click to share on Twitter (Opens in new window)

Related

Published: February 18, 2018 Filed under: Resource Library, Succession Planning
Browse by topic: professional advisors

Book Feature: Fragile Power

group of people in conference room

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

Explore more topic areas in the Resource Library.

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

Finding the Right People

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

Explore more topic areas in the Resource Library.

Search

Contact

Email

info@galliardinstitute.org

  • Twitter
  • Facebook
  • Instagram
  • LinkedIn

Navigation

  • About Us
  • Core Training: FBAC
  • Find an Advisor
  • Become a Member
  • Resource Library
  • Training Calendar
  • Member Login
  • Member Account
  • Log Out

Newsletter

Copyright © 2023 · Galliard Family Business Advisor Institute · All Rights Reserved · Privacy Policy · Terms of Use

Return to top