Succession & Exit Strategy
Succession from one leader to the next is a large transition. Sale or exit from owning a business is difficult and can feel like undefined territory. The good news is that there are people and methods available to help.
As a certified exit planning advisor, we can prepare your Succession Strategy and make the move an exciting and fulfilling experience rather than a stressful time.
Dr. Sarah can build your Succession Strategy with you. Whether you are looking for individual leader succession help or a full owner exit and leadership transition process, we can support your experience.
Dr. Sarah can work with your new leader on development, assist in crafting your exit plan, walk with you through execution of the exit, or simply assist you in connecting with the right technical services.
Personal Preparation Options
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Join a cohort of other owners and executives nation-wide who are also preparing for succession and exit.
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1:1 Coaching
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Business Preparation Options
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Ongoing Succession & Exit Strategy Advisor to facilitate the process.
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12 months+
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One time Succession & Exit Strategy Advisor to map the process and set you on your path for success.
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3 months minimum.
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Personal Financial Preparation Options
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Succession & Exit Strategy process prep and assist in connecting with resources.
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one time engagement.​​
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Succession & Exit Strategy Project Management.
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ongoing engagement.
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1:1 Executive Coaching
Coaching and consulting for Owners and Executives. These sessions are twice a month for 60-120 minutes and focus on your needs - whether that is a place to discuss strategic challenges or a specific development goal.
In between meetings, you have tools and support to take action. Specializing in supporting the executive and owner who holds leadership duties in a privately-held organization.
Trainings
​Trainings focus on immediate needs of your team. These interactive sessions provide development training in your quarterly staff meetings, annual planning meetings, or in extended training sessions.
Clients have enjoyed learning together in these trainings that include interactive activities and audience engaging conversation. These sessions are typically from 60-120 minutes.
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Topics:
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Communicating with Candor and Trust
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Values in Action: Making your values a part of your culture
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Culture Growth: Encouraging the individual to improve the group
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Conversations that Challenge: How to recognize and respond to tough conversations
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Motivational Minefields: How to trigger positive actions and avoid bad behavior on your team
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Meeting Magic: Holding impactful meetings
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Follow the Leader: Learn how leaders & followers work together
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Leadership Style: Finding your fit
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Trust in a Skeptical World: Building trust on a fractured team
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Strategy 101: Basics of strategic thinking
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Thinking Like an Executive: Basics of development for new leaders
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Customized to your team needs.
Workshops
​Workshops bring your team together in extended work sessions. You will learn together and create actionable outcomes.
Clients typically choose to have workshops delivered in multi-week meetings or in a retreat setting. These powerful sessions align your team for productive work in the future.
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Topics:
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Understanding Succession and Exit Planning
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Business Succession Readiness
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Developing your mission vision values
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Facilitated strategic planning
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Activating your Values
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Mind Your Leadership
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Teamwork in Action: Learning by Doing
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Developing A Leadership Philosophy
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Customized to your team needs.