How to Develop a Succession Plan | A Step by Step Guide | 829
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How to Develop a Succession Plan | A Step by Step Guide | 829
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On this episode of the Inside BS Show, Dave Lorenzo breaks down the tactical side of succession planning for family businesses. Too many CEOs ignore what would happen if they or a key team member couldn’t come to work tomorrow. Dave walks through a hands-on, step-by-step approach that any business can use to build a succession plan—without guesswork or complexity.
You’ll discover how to:
- Capture daily tasks through calendar logging and voice notes
- Use AI or assistants to turn those logs into actionable checklists
- Train successors gradually, starting with one task at a time
- Systematically build SOPs, job descriptions, and succession plans all from the same process
This episode isn’t about theory. It’s a practical playbook for continuity, promotion planning, and long-term business value. Whether you want to step into a Chairman role or prepare for a future exit, you’ll walk away with tools you can implement this week.
📞 Need help building your succession plan? Visit ExitSuccessLab.com to learn how we do it for you.
#SuccessionPlanning #FamilyBusiness #LeadershipDevelopment #BusinessContinuity #ExitStrategy #InsideBS