

Succession
Preserving Your Legacy
Business succession planning is crucial for CEOs, especially those looking to retire, preserve their legacy, and ensure a smooth transition. Preparing ahead of time can help prevent legal disputes over ownership and conflict over leadership changes.
Helping CEOs, Sons, & Daughters
Benefits of a Succession Planning
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Expedite retirement
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Keep and grow wealth
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Preserve the company owner's legacy
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Maintaing business value
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Ensure business continuity
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Reduce family conflict
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Develop new and inexperienced leaders
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Prevent legal disputes
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Protect relationsip
Succession Coaching Goals
Preserving Wealth
Secure your financial future, whether through selling the business, passing it on to family, or creating passive income streams. A trusted coach can come alongside you, helping protect assets, and navigate decisions and relationships.
Preserving Relationships
If the business is family-owned, a clear plan prevents disputes over leadership and ownership among heirs. A coach can build up leaders who may be inexperienced and unprepared through mentorship and training to prepare successors.
Preserving Vision
Shape the future direction of the company, ensuring that their values, mission, and vision continue. Proper planning helps avoid disruptions when an owner steps down or passes away, ensuring that the business continues operating smoothly.

The Coaching Process
Industry Experience



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Problems are merely challenges not yet converted into opportunities.