Succession planning is not a decision leaders take lightly. 

Our Unique Process

CMA conducts an organizational assessment to understand the state of the business and to identify responsibilities to be transitioned. We conduct a developmental assessment with each successor candidate to gain insight into aspirations, current and potential skill level and to prepare a developmental plan for each one. We then consult with, coach and develop successor candidates, making recommendations to the organization on the best course of action to meet their needs.

For family businesses, we work with legal departments, estate planning and financial parties as needed, and address other organizational issues triggered by the change.

We’re here to help!

Learn more about how we can partner with your business.