Succession planning
Key role analysis, successor development plans and a timeline everyone can see.
Practice / Direction
Succession and exit readiness
Reduce dependency on any one person and build the operating proof that gives owners real options.
01Situations we are asked about
Sound familiar?
Typical starting points for this practice, in the words leaders often use.
The business cannot run for a fortnight without me.
We have no plan for when key leaders retire.
We may sell in a few years and want to be ready.
The next generation is not sure they want to take over.
02The working model
Move the business off one person
A business is ready for succession or sale when it runs on its team and systems rather than its owner. The work is moving knowledge, relationships and decisions across, on a timeline.
- Navy line: how much still depends on the owner
- Blue line: how much the team and systems carry
- The handover point is planned, not left to an emergency
03What we do
Services in this practice
Dependency reduction
A dependency audit across customers, suppliers, people and knowledge, with a plan to spread the load.
Exit readiness
Documented systems, clean reporting and the operating evidence buyers look for, prepared well before a sale.
Family business transitions
Facilitated conversations, family charters and governance that separate family, ownership and management decisions.
04You leave with
Deliverables you keep
- A key person and dependency map
- Successor development plans
- An exit readiness checklist
- A family or owner charter
05Programs
Build the capability in house
Executive leadership
CEO and executive leadership program
For chief executives and senior leaders who want sharper judgement, a stronger leadership team and a steadier operating rhythm.
Governance
Board readiness and governance
For new directors, executives who report to a board, and boards that want to work better together.
06Accredited study
Related nationally recognised qualifications
Nationally recognised qualifications are delivered by CAQA, RTO 45459, and listed on Career Calling Courses. Our own workshops, programs and advisory are non-accredited.
Do you broker business sales?
No. We prepare the business. Sale processes, valuations and contracts stay with licensed brokers, accountants and lawyers.
How early should succession planning start?
Years rather than months before a change, but any start is better than none.
Next step
Talk to an adviser about succession and exit readiness
Tell us what is on the table. An adviser will contact you within one business day to talk it through. Fees are quoted and agreed in writing before any work starts.