The 5 Disasters Every Business Owner Refuses to Talk About
You have a plan for growth. You have a plan for profitability. Do you have a plan for what happens if you cannot come back tomorrow? Most owners do not. The 5 D's (Death, Disability, Divorce, Disagreement, Distress) force more unplanned exits than anything else. We help business owners build continuity plans that protect value when the unexpected happens.
What Will You Do When the Business No Longer Needs You?
You have spent decades answering "What do you do?" Your answer has always been your business. Here is the question you are not asking. What will you say when the business is gone? Most retiring leaders have no plan for their identity after exit. A quick diagnostic shows you where you actually stand.
Your Clients Call You, Not Your Successor. That Is a Transferability Gap.
Your largest client calls you. Not your successor. You tell yourself it is because you built the relationship. Here is the conversation you are not having. When was the last time your successor ran a client meeting without you? If the answer is never, you have a client transfer gap. And it will cost you when you leave.Your Successor Has a Title. They Do Not Have Authority.
You gave them the title. The corner office. The board seat. But when was the last time you sat down and talked about who actually makes decisions? If the answer is never, you have an authority gap. And it will not close itself.The Difference Between Succession Planning and Succession Preparation (And Why Most Organizations Stop at the Wrong One)
Succession planning produces documents. Succession preparation produces transferable capability. Most organizations have a plan. Very few have demonstrated readiness. The difference between planning and preparation is the difference between a transition that works and one that fails.The Succession Paradox: Why Accounting and Professional Services Firms Are Investing More But Preparing Less
67% of professional services firm leaders give succession planning "high" or "top priority" attention. Yet their readiness scores have declined over the past six years.
How is this possible? More attention, less readiness?
Our research reveals why traditional approaches are failing and what's actually required to succeed.
Preparing the Business for Transition? Prepare Yourself Too
When a business is going through a succession or sale, leaders often neglect to prepare themselves for the change. Learn how this could negatively impact personal and business goals.
Why Outgoing Leaders have a Hard Time Leaving their Company
Why do outgoing leaders have a hard time leaving their company? A number of emotional and practical reasons make it difficult for leaders to leave their companies.
Should You Sell the Business?
How do you sell without hurting the family emotionally and vocationally? What steps will you take to protect relationships with family members as well as their livelihood?
Good Boundaries; Good Family Business Relationships
For some successors and other family members, the relaxed atmosphere of working with family provides welcome space to be themselves. For others, it frustratingly turns work/life balance into a hopeless illusion.
Afraid Your Successor’s Vision Will Kill The Business?
Just imagine a smooth succession transition where the outgoing owner feels confident in the abilities of the successor to make the relevant change with the full support of key employees. Learn how.
Why Family Businesses Fail
With each increasing stage of maturity, the leader's span of control expands. The inability of the leader to properly maintain control of the span of control either directly or indirectly, could lead the family business to fail.

