Every business owner reaches a point where they must step back, whether to explore new opportunities, retire, or ensure the company thrives beyond their leadership. The right succession plan doesn’t just prepare your business for change. It maximises value, secures stability, and creates a lasting legacy.
At Succession Plan Coach, we offer tailored packages designed to meet your specific transition needs. Whether you’re looking to free yourself from daily operations, enhance your business’s value for sale, or smoothly hand over leadership, our structured approach ensures a seamless process.
I focus exclusively on the founder’s personal journey, emotional readiness, and post-exit purpose.
I do not provide legal, tax, or financial advice, and I work in close partnership with your existing team of trusted professional advisors who are experts in these areas.
Frees you up to find the time for something beyond your business e.g. family, travel, study, well-being or exploring a new venture.
Gain clarity on what the founder needs are for both personal and business well-being.
Helps you deal with the practical and emotional challenges of handing over the reins.
The outcome is a clear one page plan, outlining the first practical steps to reduce your day to day involvement, giving you more time and peace of mind.
Mediating family conflicts when communication breakdowns are a barrier.
Providing a neutral, third-party facilitator & coach, helping to provide the psychological safety to have those difficult conversations.
The outcome is to support and guide the family members to "resolve disputes" to enable any future transition for the business.
Agree financial, business, personal goals.
Review internal/external candidates. Select, train & ready successor(s).
Agree founder & successor roles and transition timescales.
Coaching to lead your valuation and negotiation process with clarity and confidence.
The outcome is a bespoke succession service, through the transition and after the exit.
Book a free consultation to discuss how we can prepare your business for a seamless transition.
