1. Putting Success into Your Succession

2. Succession Planning by the Numbers
50%
______ of small business owners are 50 years of age or older.
78%
______ of small business owners intend to use the sale of their business as a method to fund their retirement, yet only ______ have a written succession plan.  
30%

3. “Start with Why!”
WHY
WHAT
HOW
Circle… Circle Back!

4. Built to Sell or Built to Last?
Success in Succession
Built to Sell or Built to Last?
Company (Employees)
Community (Impact)
Customers (Relationships)
Family/Owners (Financial Legacy)

5. Built to Sell or Built to Last?
Success in Succession
Built to Sell or Built to Last?
Why?
Who?
What?
How?
When?

6. Built to Sell or Built to Last?
Success in Succession
Built to Sell or Built to Last?
Feeling %
Financial
Family
(Fear)
(Faith) · 

7. Strategic Planning 101 Vision, Values, Volition Start, Stop, Continue
People vs Process
Drive Statement:
Me:
My Department:
Our Company:

8. Three “seeds” you want to plant for yourself.
Watering the Bamboo!
Three “seeds” you want to plant for yourself. 1. 2. 3.

9. Use Code: Cultivate50 Cultivate 2019 Conference Special
50% OFF Through September 1st, 2019
Use Code: Cultivate50