CFO’s have a vested interest in the business’s continued success, also known as “Succession Planning.”  In this episode of the “CFO and Their Role in Succession Planning” discussion series our very own succession planner Loyd Rawls and Brian Brueggeman, a Senior Advisor, and Ed Reinhard a Partner with Crowe, discuss how a CFO can impact succession planning.

Many owners want to avoid succession planning because they believe it is just about planning for death or retirement; however, it is more about sustainability. To help motivate the owner to act, speak in terms of addressing the possible and probable issues that can impact growth or any industry or economic transition that can impact the business in the future. Other topics discussed in the series include:

  • Episode 1: Why is the CFO Important to Succession Planning?
  • Episode 2: What Opportunities Are Available to CFOs in Succession Planning
  • Episode 3: What are the Challenges CFO’s face in Succession Planning?
  • Episode 4: Why is it important for a CFO to expand their succession planning knowledge?
  • Episode 6: What Succession Planning Topics are Unique to a CFO?

As you listen to this episode you will walk away with key takeaways and will realize you will want more. Click to visit the “The CFO and Their Role in Succession Planning” topic page to easily access the additional episodes in the series.


The Succession Planning Matrix

Many people put off succession planning because they think it means retirement, exit, and the end. However; succession planning is just the beginning. It gives the owner options in terms of what “their next” looks like, whether that be growth, philanthropy, or a new business venture. Our process focuses are addressing 10 key areas of what we call the Succession Matrix.family-business-succession-planning

Click the following link for more drill-down resources on The Succession Matrix, or check out our Facebook post.

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We can help you with insights, other resources, and see if it makes sense to work together. At the very least, in 30 minutes, you may get some ideas you can apply to your business right away.