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Succession Advisor · Family-owned
business advisory expansion
Succession Advisor · Family-owned
business advisory expansion
How a succession advisor guided a second-generation family business through leadership transition and
continuity planning
- Client context: Second-generation family-owned manufacturing company facing planned CEO retirement, sibling ownership complexity, and an unready next generation
- ISPA tools used: Succession Planning Assessment (SPA™) and Succession Matrix® to surface interdependent continuity gaps
- Advisory outcome: Multi-phase engagement addressing interim leadership, governance, successor development, and long-term strategy
Email me the full case study!
Email me the full case study!
Building Continuity Across Generations
Family-owned businesses often delay succession planning until transitions become urgent. This example shows how a succession advisor used ISPA tools to help a second-generation manufacturing business move from reactive advice to proactive continuity planning.
The business was led by a CEO in her 50s planning to retire within a decade, with ownership divided among siblings and a third generation not yet ready for leadership. The family’s goal was to retain the business as a long-term family asset while avoiding the disruption experienced after the first generation passed without a plan.
Using the Succession Matrix® as a guide, the advisor identified gaps in leadership continuity, successor readiness, governance, and strategic alignment. The Succession Planning Assessment (SPA™) provided a structured, holistic view of these interdependencies.
The result was a phased advisory roadmap that stabilized leadership, clarified governance expectations, and laid the groundwork for successor development and long-term growth—establishing a durable advisory relationship grounded in continuity and trust.
