Succession Planning Expert | San Diego, CA
Business Succession Planning That Keeps Your Legacy Alive
You want to create a transformational change in your family business. To achieve this growth, you need a sound board to organize your business effectively. While most succession planning advisors focus on one side of the table, I emphasize family business coaching that involves both the founder and the successor. This collaborative approach ensures that leadership transition occurs smoothly and successfully when both parties are ready.
Business Succession Planning That Keeps Your Legacy Alive
The Founder
You built your family business over 20-30 years and are unsure if anyone else can run it the way you do. Honestly, you might not be ready to let go just yet. You are a good fit for leadership transition if:
- You own a service business generating $500K to $2M in annual revenue.
- You have been operating for 15 or more years.
- You have a potential successor in mind but haven't started the formal succession planning process.
- You want to pass it on without selling cheap or closing the doors.
- You are 5 to 10 years from stepping back and want to ensure this transition is done right.
The Successor
You have been in the family business for years and understand how everything works. However, you have never been fully trusted to run it your own way, and you're unsure how to earn that trust during this leadership transition. You are a good fit if:
- You are the son, daughter, or key employee next in line.
- You want to run the business your own way, not merely replicate how your predecessor did it.
- You need a bridge between where you are and where the founder needs you to be, especially in terms of succession planning.
- You want the founder to trust you, not just tolerate you.
- You are ready to put in the work to earn it.
How Succession Planning Works with Kevin
Virtual Coffee
Execution and Coaching
Virtual Coffee
Engage in a 30-minute conversation focused on your family business coaching needs, discussing where your business currently stands and what you envision for the future. There’s no pitch, no pressure—just an honest dialogue about leadership transition and succession planning.
Deep Dive
Execution and Coaching
Virtual Coffee
Kevin reviews your business data, identifies your capacity ceiling, and finds the process gaps that need to be closed before a successful leadership transition in your family business coaching and succession planning can take place.
Succession Roadmap
Execution and Coaching
Execution and Coaching
A clear, written plan for leadership transition is essential: it should outline who takes over, on what timeline, and how it is structured. This includes the buyout math to ensure you understand the value of the transition as part of your succession planning, especially in the context of family business coaching.
Execution and Coaching
Execution and Coaching
Execution and Coaching
Ongoing family business coaching is essential for both the founder and the successor. Kevin guides both parties through the leadership transition, ensuring support not just during the succession planning phase but throughout the entire process.
Is Your Business Ready to Transition?
Most founders assume they'll know when the time is right for their business. However, readiness isn't just a feeling; it's a combination of specific conditions. Our business consulting service offers a Free Succession Readiness Scorecard that evaluates your business across five critical areas: Process and Operations, Leadership and Team, Financial Health, Succession Structure, and Personal Readiness. With this customized solution, you'll receive a score, a category-by-category breakdown, and a clear understanding of any gaps before they escalate into problems. Completing the scorecard takes less than ten minutes.