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Out of the Hourglass Episode 158

The Succession Planning Process – Stage 2

Guests

  • Brian Nolan
  • Jim Bradley

About the Episode

The Succession Planning Process a topic that our team has become quite passionate about over the last couple years through the recognition that your organization deserves a thoughtfully curated and carefully executed exit plan, when that time is to come.

Our succession process is a 3-stage, 9-step program that was intentionally designed to help create a methodical plan for business owners who might be looking to transition their role in the business over the next 5 to 7 years. In our first episode, we gave a process overview and focus on  Stage 1: Exploration and Foundations — a time of discovery and getting out of the hallways.

To learn more about our Succession Planning Process, click here.