Succession Planning
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He Came Back After Five Years. Said He Was Ready. Then Needed to Talk to His Bookkeeper. That Was Two Months Ago.
Five years ago, a guy called me. We had a good conversation. He seemed interested. Understood the value. Said he’d think about it and get back to me. Five years went by. Then last month, out of nowhere, he called back. “I’ve been thinking about this. I’m ready. I want to get started.” Okay! Great!…
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You Don’t Need the Perfect Plan – You Need an Imperfect First Step
Tom was stuck. For two years, he’d been thinking about succession. He knew he needed to start the conversation with his top associate. He knew time was passing. He knew waiting made it harder. But he couldn’t start. Not because he didn’t know what to do. Because he didn’t know what to do PERFECTLY. The…
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When “Just One More Year” Becomes Five Years
I had a conversation this week with a managing partner I’d talked to five years ago. Five years ago, he reached out. His firm was in crisis. Associates were leaving. Senior partners were retiring. He had too many files and not enough systems to handle them. He knew he needed help. We had a good…