Program 05
Succession Planning
Whether you plan to step back in two years or ten, the work starts now: developing the next leaders and building a company that doesn't depend on you.
Program 05
Whether you plan to step back in two years or ten, the work starts now: developing the next leaders and building a company that doesn't depend on you.
Documented processes, a capable leadership team, and customer relationships that aren't tied to one person.
Identifying and developing internal or family candidates with a clear development plan and timeline.
Your role after the transition — and what you want your life to look like when the business no longer needs you daily.
Succession involves legal, tax, and financial questions we don't answer. We focus on leadership and organizational readiness, and coordinate with your attorney, CPA, and financial advisor so the plans fit together.
Please note
CEO America does not provide legal, tax, accounting, valuation, or investment advice, and does not act as a business broker. Decisions about ownership transfer, estate planning, or sale should be made with qualified professionals.
Ideally three to five years before you want to step back. Developing leaders takes time, and you'll have more options.
Yes, often. We facilitate the conversations between generations that are hard to have at the dinner table.