Succession Role
Transition Planner Tool



Succession planning is a gradual and complex process that involves the smooth transition of trust from one generation of owners to the next. It encompasses various crucial elements such as timeline considerations, mentoring and training, evaluating risk tolerance, managing finances and cash flow, determining valuation, reviewing contracts, and much more.

In order to simplify this process, we have created this e-book that breaks down your succession plan roles into 7 categories.

It is also an example of what our expert SRG consultants use to initiate conversations and facilitate planning.

To ensure that your succession planning is intentional, organized, and strategic, make use of our comprehensive succession planning checklist. It will help you develop a well-thought-out and documented transition plan.

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