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Succession and transition

Preparing the people and the business for what comes next.

Practical resources

Checklist
Could the business cope with your absence?
Find the responsibilities and relationships that need a continuity plan.
Diagnostic worksheet
The first responsibility transfer plan
Prepare and test one handover before expanding the transition.

Business transition planning: prepare the people before the handover
Prepare a business transition with clear responsibilities, practical handover tests, visible open issues and a defined support arrangement.
Family business succession planning: separate the job from the ownership
Separate management readiness from ownership arrangements when planning family business succession, with clear roles and staged development.
How to prepare a business for sale: reduce operational dependence first
Prepare the operational side of a business sale by mapping owner dependence, clarifying responsibilities and testing a realistic handover.
Small business succession planning: what must work without you?
Prepare for small business succession by mapping owner dependence, discussing ambitions and testing the transfer of responsibilities.