We Guide You Through A Successful Handoff

The Greatest Risk in a Relay Race is the Handoff. We Guide You Through the Process Ensuring the Baton is Not Dropped.

Over 98% Of Companies Believe Leadership Succession Is Important, But Only 35% Actually Have a Plan.

You Thought About A Plan, But…

You know the business would suffer without an emergency succession plan

You are not sure if your children or key employee want to run the business

You are not ready to retire, but want to slow down

You are too busy working in your business to plan for the future

When we are the first call for succession planning, your rate of success just skyrocketed. Why? Because we start where other professionals do not.

Together With You, We Help Create A Succession Roadmap

Genesis Succession Planning will partner with you to develop a roadmap for succession that makes sense for your business or nonprofit. We understand the challenges and emotions of passing the baton. We partner with other professionals to create a collaborative team to help with all aspects of the transition.

The Plan For A Successul Succession

Step One

Get info and check out our process. See if we are a good fit. We offer a FREE phone consultation.

Step Two

We develop the roadmap together for a successful handoff and execute the plan.

Step Three

Relax knowing your company or nonprofit will be in good hands!

How The Process Works


We use a battery of assessments and interviews to gain a clear baseline of you, your staff, and company or nonprofit.


Based upon all we learned, together we create a roadmap of succession. The roadmap will include clarifying core functions and competencies, identifying leaders, planning with collaborative professionals (often attorneys and CPAs), and much more. Benchmarks are established on the path.


Typically, equipping emerging leaders is a critical part of the plan. They need a clear path and understanding of leadership and responsibilities. Leadership includes those who work materially in the business or nonprofit and those who will lead as advisors or board members.


A plan must be executed. Too often, plans are made but decisions and actions are not executed. Legal documents are not signed. Leaders are not trained. The business or nonprofit may not survive. We help you through the sometimes thorny process of execution. We want your company or nonprofit to succeed. You are the key person in this process, not us. You can relax knowing the company or nonprofit rests in good hands!


We offer a FREE 30-minute phone consultation. You may be a phone call away from peace and performance