The Succession Solution
Survive and thrive in the transition to the next generation.
The survival rate of business transitions from the 1st to the 2nd generation is just 30%, dropping to 15% and then under 5% for each subsequent transition. With The Succession Solution you avoid the family disagreements, diminished company value and lost jobs often caused by a change in leadership — and increase the value of your business.
01
Establishing purpose
We begin by establishing your company's purpose, principles, and long-term vision.
02
Discovering where you are now
We evaluate the current structures of your business, family, and ownership that may impact the succession plan.
03
Identifying challenges
We assess the strengths and opportunities of your company, and any obstacles that may arise during succession.
04
Creating a plan of action
We develop a 3-year plan with specific goals and actions that move you toward your long-term vision.
05
Annual review and adjustment
We turn the 3-year plan into a specific action plan for the next 12 months.
06
Quarterly tasks and review
We break the 1-year plan into quarterly tasks, assign owners, evaluate progress, and adjust.
What you receive
The Succession Solution package
- A completed, action-oriented Succession Solution Roadmap with goals, long- and short-term plans and action steps
- Personal guidance and direct facilitation from our team through each of the 6 stages
- Coaching through the transition issues that may impact your business, family, or employees
- Confidence that you're increasing the sustainability — and the value — of your company
Get the free 6-Stage Guide
A concise overview of each stage, to share with your family and leadership team.
Free · 10 minutes
How ready is your business for succession?
Take the Succession Assessment and get a clear picture of where you stand — and what to do next.