Succession Planning Checklist
Crafting Your Business Legacy
Succession planning is more than just handing over the keys to the next in line; it’s a strategic roadmap to ensure a business thrives well into the future. This detailed process encompasses everything from defining what you want the business to look like post-transition, to regular check-ins to make sure the plan still fits. This checklist dives into this, guiding you from the early stages of defining your vision for the business, to the essential regular updates.
- Succession Goals & Timeline
- Training & Communication Plan
- Review & Revise
Succession planning is not a journey one should take alone. Engaging with trusted advisors and communicating with stakeholders ensures everyone’s on the same page. Contact an Adams Brown advisor to start a discussion.