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Diagnosis and assessment during succession

The first exploration

You know that the succession process is approaching, but you’re not sure exactly where the bottlenecks lie. As part of this process, I’ll hold structured discussions with you and the key stakeholders — your successor, family members and external advisers. I’ll identify where the unconscious barriers lie and what’s needed for a smooth handover. You’ll receive a clear report outlining the findings and a working session to discuss these and determine the way forward.

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the challenge

Time to let go

Many succession plans in family businesses fall through because the leader cannot let go of the business or the next generation is not ready. Knowing when to step down is the most difficult decision of all. But what exactly is needed to let go and prepare the next generation? What obstacles stand in the way?

Together with you, I will explore which factors can help ensure a smooth succession. I will go through the key questions in a succession process with the owner-CEO and other stakeholders, focusing on what is needed to set the process in motion.

my approach

Brief and powerful conversations

In this process, we identify, through a series of brief conversations, what follow-up really entails and which psychological barriers are at play. Through targeted sessions, we untangle the knot between family and business and pinpoint the dynamics that are causing a stagnant business and an unhappy family. We do not produce lengthy reports, but we do provide you with clarity.

more information

This programme will provide you with:

  • Insight into the psychological dynamics involved in business succession
  • Insight into the steps required to step back from your business
  • Insight into the obstacles and entanglements standing in your way

An initial assessment can serve as a stepping stone to a more comprehensive programme. Alternatively, you can take it further together.

in summary

Diagnosis and orientation

  1. Who it’s for: owner-CEOs and family businesses that want to understand what really matters.
  2. Duration: 3 to 4 weeks

  3. Format: a series of short, focused discussions with the owner-CEO and stakeholders

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more information

Diagnosis and assessment

Are you thinking about succession and would you like to identify where any (unconscious) resistance might lie? A powerful initial exploration of succession in your family business.

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Not sure if this is the right step?

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01

Succession in family business

Tailored advice for family businesses where succession is being prepared or is already underway.

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Partner in succession

Full partnership in succession with intense individual guidance for you and your successor.

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For external (M&A) advisors

Tailored advice for external (M&A) professionals.

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