You have worked hard to  build and grow your organization. Now it’s time to plan for the ongoing success and succession of what you have built. As you prepare for transition to the next generation of leaders and the path into the future, strategic succession planning is essential to securing your organization’s continued success.

We have worked with thousands of organizations to navigate through success and succession. Experienced guidance and dynamic, real-time  succession strategies, help you intentionally think through and develop the path forward while building the leadership team that will implement and execute the plan.

Our strategic succession planning process  guides you in discovering what you want the future of the organization to look like while helping you determine what you need to put in place to get there.  You built the foundation. We work with you to  build upon it.

A set of hands holding a piece of paper, pointing at words on the paper with a pen.


Strategic Succession Planning is a proven process that helps bring clarity to what the future can look like while developing the plan and the leader team that will grow the organization forward.

The process systematically helps you navigate through the challenges and opportunities.

Tailored Solutions
Two sets of hands are holding pens, pointing at a pile of papers on a desk.


An intentionally developed strategic succession plan is a cornerstone for the long-term success and continuity of your organization. It serves as a foundation for stability, mitigating potential disruptions caused by leadership changes. With a comprehensive plan in place, you can maintain uninterrupted business operations and minimize the impact on your workforce and customers.

Beyond ensuring business continuity, a strategic succession plan has a positive impact on your employees and your entire organization providing confidence that there is a leadership pipeline and plan in place. It provides a clear path for career progression, boosting morale and motivation among your workforce. Knowing that their growth and advancement are valued within the organization, employees are more likely to be engaged and committed to their roles.

Our expert team has a proven track record of helping organizations  effectively develop and implement strategic succession plans. We will help you identify key leadership positions and the very special key leaders within your organization that would be able to fill those positions.  We work with you to select and train potential successors, and develop a strategic roadmap for  continued success into the future. Entrusting us to work with you through this process can secure the ongoing and long-term success and sustainability of your organization. You will be more prepared  to face any challenges and take advantage of opportunities that you encounter along your path to success and succession.

Succession Planning Is Essential for the Long-Term Success of Any Business

Succession planning is a vital component of long-term business success. It ensures that your organization continues to thrive even amidst leadership transitions. By developing a thoughtful and tailored succession plan, you create a clear path for the future, fostering stability and paving the way for sustained growth and success.

Crafting a Comprehensive Succession Plan

When you partner with us, you gain access to our expertise in crafting comprehensive succession plans. We recognize the intricacies involved and take a collaborative approach to tailoring a plan that precisely fits your organization’s distinctive needs and objectives. Our focus goes beyond superficial considerations and delves into the ever-changing dynamics of personnel, operations, and ownership roles within your organization.

Nurturing a Robust Leadership Pipeline

Building a sustainable pipeline of future leaders is paramount for smooth leadership transitions.  Identifying and fostering high-potential individuals within your organization is essential to being prepared for leadership transitions. Through skill assessment, targeted training and the Excellent Leader Process, we prepare leaders to be ready to  fill leadership roles when they are needed. By cultivating a robust leadership pipeline, your organization will be better prepared for transitions and the continuous success  of your organization.

Facilitating Effective Communication and Collaboration

Effective leadership transitions hinge on thoughtful, honest  and open communication. We help you cultivate an environment that encourages candid and honest conversations and collaboration among key stakeholders. From current and potential leaders to employees and clients, we help you create an environment in which everyone is on the same page and is equipped to effectively address real  concerns or questions in the moment.

Guidance Rooted in Expertise

With our services, you gain access to a wealth of expertise and guidance on best practices in succession planning. We understand that every organization is unique, and our approach is tailored to your specific needs and goals. Drawing from our extensive knowledge, we apply proven strategies and techniques to create a succession plan that drives immediate success and ensures long-term sustainability.


-John C. Maxwell

Our team of seasoned professionals works closely with you to design a strategic and customized succession plan that considers every aspect of your organization. From identifying and grooming future leaders to ensuring a seamless handover of responsibilities, we leave no stone unturned in safeguarding your organization’s continuity and prosperity.

With our expert guidance, you embark on this transformative journey with confidence, knowing that your organization’s future is in capable hands. We ease the overwhelming complexities of succession planning, providing you with clear insights, actionable strategies, and invaluable support every step of the way.  Our comprehensive approach empowers you to make informed decisions and confidently navigate the transition process.


1-888-443-LEAD (5323)
1800 Blankenship Road, Suite 130, West Linn, Oregon, 97068 

Email Us

Succession Strategies - Contact Form