WHERE YOU ARE IN THE PROGRAM

Your successor is identified. Your terms are outlined. The agreement is in progress. Everything you have built over the past ten months is about to become real in the lives of the people around you. Phase 5 is the activation phase. The work is no longer internal or structural. It is relational. Month 11 focuses on the three most important conversations in any succession plan: the family conversation, the key client communication, and the business partner alignment. These conversations are what transform a document into a transition.

MOST SUCCESSION PLANS ARE COMPLETE ON PAPER AND UNKNOWN TO THE PEOPLE THEY ARE SUPPOSED TO PROTECT.

A succession plan that has never been communicated is not a plan that can be activated. Families who have not been part of the conversation cannot support the transition. Clients who have not been informed feel abandoned rather than cared for. Partners who have not been aligned become obstacles rather than assets. Month 11 ensures the plan is not just documented. It is known, understood, and supported by the people it depends on.

Curriculum

1 Chapter · 3 Lessons

  1. 1

    Family & Stakeholder Communication

    1. (Included in full purchase)

      Introduction

    2. (Included in full purchase)

      Family Conversation Preparation

    3. (Included in full purchase)

      Key Client Communication Plan

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