Succession Planning

Pillars of a Strong Enduring Structure

1. Define Life's Ultimate Goal

2. Establish commitments to accomplish goal

3. Document a plan of action

4. Engage a plan intermediary for implementation

5. Inform trusted advisors of your expectations

6. Meet with all professional business advisors

7. Formalize each discipline's contribution

8. Review plan objectives with intermediary

9. Affect operational changes where necessary

10. Measure progress toward goal