Succession Planning

Succession Planning

Succession Resource Group is a succession planning consulting firm dedicated to helping financial advisors and other small business owners value, grow, protect and plan for the transition of their business. Serving clients across the country, Succession Resource Group provides the most accurate and comprehensive valuations services, turnkey acquisition support, assistance creating contingency plans, and personalized succession/exit strategies. We are dedicated to our craft and focus on providing customized solutions, unique to each client, to help you plan for and effectively manage the equity in your business.

Few events carry greater risk to shareholder value than a change of leadership. But, still many organizations have ineffective processes for finding and preparing the next generation of leaders. We understand that mapping out generations of future leaders is hard to do alone. Our succession management consultants help organizations clarify, enhance, design, and implement more effective succession strategies and planning processes.

Our succession management solutions include:

  • CEO Succession. We draw on our vast database of CEO assessments to create a whole person success profile aligned to the organization’s strategy. We then assess internal and external candidates against it using multiple assessors and assessment techniques, including a unique simulation exercise that places candidates in realistic situations faced by a CEO. Our assessment process produces powerful insights for the Board, enabling them to make confident decisions about their next CEO, but also for the candidate themselves. This means the positive impact is far-reaching, advancing the capabilities of individual executives, top teams, and entire organizations.
  • Talent Review. Our powerful and proven Talent Review process gives an organization a clearer understanding of its talent at every level and reveals if its succession planning is—or is not—producing the leaders it needs. This research-based, validated, and repeatable process pinpoints development needs enabling organizations to develop their talent in a differentiated way to maximize individual and organizational impact.
  • Individual development. We offer individual development against role gaps and group development against organizational gaps, as well as role-specific or strategic build/buy strategies.