A strong transition is the most important
thing you can give your business
You did the hard work of starting and growing the company. Now you need to prepare for a smooth transition to the next leaders.
8 Questions Every Owner
Should Ask Before Selling, Transferring, or Retiring
A strong succession plan starts by asking yourself the right questions. We sifted through dozens of questions from numerous transitions to find the most impactful ones and create a concise guide for you.
Prioritize business success…
Many business owners don’t have succession plans, and they are gambling with their businesses. There can be many reasons for not succession planning—you don’t have time, you think you don’t need to yet, you don’t want to—but if you want the business you’ve poured your life into to survive you, then you need a succession plan.
Without damaging important relationships
We get it. Making these decisions can bring out intense emotions from you, your family, and your employees. Those are tough to manage. They do have to be managed, though, and we can help with that.
Your Succession Planning Coach
Our coaches can help you ask the right questions, find answers, and have those hard conversations. They bring a much-needed outside perspective to this strategic initiative in your company.
Many of our Broad Insights coaches even have personal experience transitioning the companies they started. They understand the intense emotions and overwhelming questions and can help you set the foundation for your company’s continued growth in the next phase of leadership. Although we have a team of over a dozen coaches, here are three who often work in this space:
Meet the Coaches
ERIK KNUTSON
Erik is a small business owner and former Fortune 500 executive. He understands leading companies from the bootstrap early days through extensive growth. Erik’s deep understanding allows him to help clients both personally and organizationally.
JOSEPH BARTOSCH
Joseph founded and led two businesses of his own in addition to providing leadership in a number of organizations. With his extensive training and experience in psychology and communications as well as his business experience, Joseph is uniquely gifted to assist companies through the demands of succession planning and transition.
JIM WIGINTON
Jim is the founder of Broad Insights and possesses a wealth of business expertise, much of it gained as an executive for Michelin North America, Plastic Omnium, and Alfmeier Corporation. In more than 5,000 hours of coaching, he’s helped leaders and organizations with a myriad of problems and opportunities.
Start Planning
If you want to start planning, have succession questions of your own, or need advice about those hard conversations, schedule a complimentary session with one of our coaches. The first step is to have a 5-minute conversation with our scheduler to evaluate fit, assign a coach, and find a time that’s convenient for you—just click schedule a session and our scheduler will contact you within 48 hours. We’d love for you to personally experience the value of coaching from Broad Insights.
Schedule a Session OR Download the Whitepaper
About Broad Insights
With more than 100 clients served in the past five years, Broad Insights is one of the leading business coaching and strategy companies in the nation. Our team of more than a dozen coaches works with mid-sized companies that are looking to create more effective leadership, enhance employee engagement, clarify strategy, and increase customer satisfaction.
Download the Whitepaper
Want to find out more about business coaching from Broad Insights? Email us at info@broadinsights.com.