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Easy Steps To Succession Planning Handbook

Succession_manual
Building a sustainable and growing business can feel overwhelming at times, especially when advisers, family and key employees begin to ask you about your succession plan. Immediately, the feelings of being pushed out or retirement rise up in your throat and you throw the concept of "succession" out ...Read more
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Building a sustainable and growing business can feel overwhelming at times, especially when advisers, family and key employees begin to ask you about your succession plan. Immediately, the feelings of being pushed out or retirement rise up in your throat and you throw the concept of "succession" out the window – "no one is going to push you out!" However, succession planning is not about bowing out early, it is about building a foundation of success today that will provide the opportunity for future generations. Succession planning builds value!

The "Easy Steps to Succession Planning" handbook has been developed through a collaborative effort by the partners of The Rawls Group, to provide you practical and actionable solutions to apply to your business. This handbook will provide you a comprehensive understanding of the succession planning process and how, by using the Succession Matrix®, you can increase the value of your business today and position yourself for success tomorrow.

The handbook is separated into three parts:

  1. Getting Started: 6 Best Practices that should be applied to your planning process.
  2. The Succession Matrix®: Focuses on the 10 critical issues that impact succession. Each matrix component’s section includes a list of critical issues for you to consider as well as a checklist of tasks to keep you on track.
  3. Appendix: Includes templates and samples of tools for you to apply to your business.

We wish you the best and hope you find Succession Success™!