Succession/Transition Planning

“One of the things we often miss in succession planning is that it should be gradual and thoughtful, with lots of sharing of information and knowledge and perspective, so that it’s almost a non-event when it happens.” — Anne Mulcahy

Never have there been so many generations and such a difference in the workforce or in family-owned businesses as right now. Have you had the key conversations about what happens when leadership changes? Are you bridging the gap between how you’ll run it and how your successors from another generation see things? What financial provisions have been made? How will you be stewards – an ESOP, a sale, silent investors, occasionally active? We’ll facilitate a series of conversations with your company or association to tee you up for smooth transitions.


CONTACT US to begin your succession planning conversation privately as a company owner, as a family, partnership or senior management team, or to create the conversation among your key employees as you begin a succession transition.

Read: ASAE Associations Now: Bridge the Leadership Gap

Watch association international leaders work on “Succession Planning.”