Succession & Exit Planning
- What will happen to the organization if I don't have a formidable succession plan?
- Is selling the best decision, and what are the motives?
- How should we sell, and what about real estate?
- Should we list with a broker, and what is our valuation?
- Should we sell to family members, or can my associates buy the company?
- How do we prepare the financials, and what are net proceeds expectations?
- Will we have enough funds to retire, or will we need to work for a new owner?
Leadership Coaching for Transition
- Who is the right next leader?
- How do I find qualified, talented managers for continuity and growth? What are the competencies needed for this role (evaluation criteria)?
- What is the legacy we want to be continued, and how do we ensure that they continue the legacy?
- What is my role after a transition, and how can we help them be successful?
- How do we take care of our key associates, and what are my obligations after the leadership transition?
- How do we plan for my next phase in life?