Structured Guidance for Complex Transitions
Advisory at Succession Strength follows diagnosis. Every engagement begins with assessment results that give both you and the advisor a shared understanding of where the gaps are. That makes every session targeted, productive, and tied to the specific challenges your transition presents.
Flexible session packages. Use the time on what matters most to your situation. We recommend an optimal approach during the kickoff call based on your assessment results.
How Advisory Works
Advisory is not open-ended consulting. It is structured execution support guided by diagnostic data. Here is the process.
Start with Assessment
Every advisory engagement is most effective when it follows a diagnostic. Your assessment results tell us where the gaps are and where to focus. If you have not yet taken an assessment, we will recommend the right one for your situation.
Kickoff Call
We review your assessment results together and recommend an optimal approach for using your session time. You choose the priorities. We bring structure, frameworks, and the experience to make each session count.
Execute with Focus
Each session is targeted at the specific challenges your transition presents. No general advice. No filler. Structured support on the issues that matter most to your situation, whether that is one specific roadblock or a multi-dimensional transition.
Who Advisory Serves
Advisory supports every ICP across the Succession Strength platform. The common thread: you have taken an assessment, you know where the gaps are, and you need structured guidance to close them.
Family Businesses
Facilitating alignment conversations, navigating family dynamics, structuring governance, and guiding multi-stakeholder succession processes where the personal and business dimensions intersect.
Business Owners
Closing transition readiness gaps, building leadership bench strength, transferring client relationships, reducing owner dependency, and executing the roadmap from assessment to transition-ready.
Retiring Leaders
Coaching through identity transition, delegation discipline, knowledge transfer, and the emotional reality of letting go. Including support guided by the Retirement Satisfaction Survey and Post-Exit Satisfaction Assessment results.
Successors
Building capability and credibility against assessed gaps, navigating the political and relational dimensions of stepping into leadership, and developing the decision-making capacity the role requires.
Investors and Exit
Preparing for due diligence, closing operational readiness gaps before going to market, building post-acquisition transition plans, and coaching through the negotiation and closing process.
Organizations Supporting Multiple Leaders
Advisory packages can support multiple leaders navigating transition within the same organization. Common in family businesses, companies with departing and incoming leaders simultaneously, and networks supporting several leaders through career change.
Advisory Packages
Choose the package that matches your situation. Each includes a kickoff call where we review your assessment results and recommend an optimal approach.
Targeted Guidance
Sometimes you need guidance navigating a specific roadblock. This package is designed for leaders testing out advisory support, or those confident with their approach but with a specific issue to address.
Get 4 SessionsStrategic Support
Leaders often run into issues navigating or executing a pre-defined strategy. This package is designed for those who are underway but need strategic guidance across several aspects of their transition approach.
Get 7 SessionsComprehensive Guidance
Some leaders need guidance defining the best strategy for their situation. This package is designed for those who want strategic advice and support defining and navigating their full transition journey.
Get 10 SessionsWhat You Can Use Sessions For
You choose how to allocate your time. Here are the most common uses. All of them are more effective when guided by assessment data.
Navigating a specific transition roadblock that is stalling progress
Executing a transition strategy that has been defined but needs support in implementation
Structuring and planning a transition approach from assessment results
Facilitating difficult conversations between family members, partners, or stakeholders
Closing specific gaps identified in your assessment report
Preparing for investor due diligence or transaction negotiations
Coaching through identity transition, delegation challenges, and letting go
Building successor capability and credibility against assessed development priorities
Advisory Works Best After Assessment
If you have not yet taken an assessment, start there. The diagnostic gives advisory sessions a foundation that makes every hour more productive.
Find the Right AssessmentStart with the Right Diagnostic
Advisory is most effective when it follows assessment. Choose the diagnostic that matches your situation.
Family Business Succession Check
Quick diagnostic evaluating alignment across Communication, Preparation, and Execution.
Learn more →Business Transition Readiness Assessment
Comprehensive evaluation of business transferability across six dimensions.
Learn more →Individual Transition Readiness Assessment
Personal readiness evaluation for leaders stepping in or stepping back.
Learn more →Retirement Satisfaction Survey
Quick diagnostic evaluating satisfaction and readiness across six personal dimensions.
Learn more →Retirement for Business Owners Course
Seven-module course building clarity on what stepping back actually requires.
Learn more →Conversation Cards
Structured tools for the succession conversations that need to happen.
Learn more →Get Structured Support for Your Transition
Every transition has moments that require more than tools and assessments. Advisory provides the structured, expert guidance to navigate the hard parts with clarity and confidence.