WHERE YOU ARE IN THE PROGRAM

Your outreach is complete. You have had initial conversations with three to five candidates and you know which one or two warrant deeper engagement. The profile you built in Month 8 gives you a clear framework for the evaluation that follows. Month 10 is where the successor relationship becomes real. It is the month where terms are outlined, expectations are made explicit, and the agreement that your lawyer will formalise in the next phase is given its shape.

SUCCESSOR RELATIONSHIPS THAT STAY INFORMAL PRODUCE TRANSITIONS THAT FALL APART WHEN THE STAKES GET REAL.

Many successor arrangements begin with informal understandings and never make the transition to formal documentation. When they stay informal, the relationship is vulnerable to changing intentions, different interpretations of what was agreed, and the absence of any structure to resolve disagreements when they arise. Month 10 provides the structure. Not the legal document, but the clarity that makes the legal document possible.

Curriculum

1 Chapter · 3 Lessons

  1. 1

    Relationship & Agreement Building

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      Candidate Evaluation Scorecard

    3. (Included in full purchase)

      Terms and Expectations Outline

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