Where are you? · 02 Weighing a move
Everyone is asking about succession. What do I want?
You’re weighing a sale, a successor or a step back, and a board, partners or family have a say. What would you choose if it were only up to you?
Founders
- The board keeps asking about succession.
- Do I sell, raise, or step back?
What we work on: We get clear on what you want, then prepare the board conversation.
Business owners
- Do I sell, hand it to family, or keep going?
- What is it worth to me, not just to a buyer?
What we work on: I ask what the business means to you beyond the price, and what a good handoff looks like.
Senior executives
- The board and I don’t agree on where this is going.
- Do I stay and fight or leave well?
What we work on: We prepare the hard talk with the board and test each choice.
Near or in retirement
- How do I hand this off without it falling apart?
- I know I should name a successor. I keep putting it off.
What we work on: We look at what’s keeping you from naming a successor, then plan a handoff you can live with.
I’ve been in that seat. We’ll work on the decision in front of you and on what it does to you, so the move fits the life you want after it.
- Senior-level leadership roles at IBM and EY
- Multiple-time founder with exits
- CEO, COO and fractional executive roles
How the work runs
It starts with a free 20-minute call. After that, the work is built around your situation. A sale, a succession, a board that won’t agree, a new role and life after an exit each call for something different. So how often we meet, how long we work together and what we cover are set to fit.
Where are you?
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