Selling Your Company

No succession plan in place to enable retirement of president; unsure of capabilities of COO


  • Established plan for succession
  • Coached family member and placed in new position to maximize value – Assessed and hired replacement COO
  • Bridged transition of leadership

Father passed away leaving son to run company

Succession plan for son put in place

Father and president passed away without succession plan; no clear leadership.

Worked with daughter and management team to assess skill gaps and training/coaching needs