Succession Planning
Continuity is a commercial decision.
We help boards understand where leadership continuity is secure, where it is not, and what to do about the difference.
The business problem
The question before the appointment.
Succession risk is often invisible until it arrives. In owner-led and founder-led businesses in particular, critical knowledge sits with very few people.
We identify the roles the organisation cannot afford to lose, assess internal readiness honestly, and evidence the external market as a comparison.
What it includes
The work itself.
- Critical role identification
- Internal talent and readiness review
- External market benchmarking
- Succession risk assessment
- Development priorities
- Board-level succession reporting
Succession Planning
Continuity is a commercial decision.
Who it is for
- Boards and nomination committees
- Founder-led businesses planning transition
- Investors assessing key person risk
- HR directors building continuity plans
When clients involve us
- Key person risk is concentrated
- A leadership retirement is on the horizon
- An exit or transaction is being considered
- Internal readiness has never been tested
Frequently asked questions
The questions clients raise most often before we begin. If yours is not here, ask it directly and you will get a straight answer rather than a proposal.
- Can succession work stay confidential?
- Yes. Most of our succession work is conducted discreetly at board level.
- How do you assess internal readiness?
- Against the requirements of the future role rather than performance in the current one, using structured evidence and external comparison.
- Which roles should be covered?
- The roles the organisation cannot afford to lose. That is usually a shorter list than the leadership team and sometimes includes roles below it.
- Do you tell internal candidates they are on a plan?
- That is your decision. We advise on the consequences of both approaches and support the conversation either way.
- How often should a succession plan be reviewed?
- Annually as a minimum, and immediately after any change in strategy, ownership or leadership.
Related services
Related insights
Partnership over transaction
Let us talk about the decision ahead.
Tell us about the business question you are considering. We will tell you plainly whether we can help.