Individual Multiplier Case Study #2

The client owner of an $87 million construction company wants to develop a plan to hand the business over to their daughter. She has worked in the business for 3 years now.

Our Case Studies have FOUR Critical sections:

  • Client Overview
  • Discover Statement
  • Solution
  • Outcome

Client Overview

The client owner of an $87 million construction company wants to develop a plan to hand the business over to their daughter. She has worked in the business for 3 years now.

Discover Statement

Establish alignment between Owner and Successor, while creating an actionable succession plan. Ensure successor has intensive leadership skill development.

The Solution

  • Long-term engagement: 18-24 mths; Establish Succession timeline: 3 years
  • Facilitated short and long term business objectives sessions to establish alignment
  • Successor enrolled in High-Level Executive Education Program to expedite leadership skill development.
  • Thoroughly assess the current executive team for bandwidth and possible flight risk resulting from the succession plan
  • Vendor relation acclimation – Successor began leading meetings, project planning and development processes, resource allocation, and vendor selection
  • Session Focus: Successor Capabilities Emotional Intelligence, blind spot identification, Board of Director Relationship Development

The Outcome

  • Currently in year two of engagement
  • The successor has completed Executive Leadership; exhibiting higher level of confidence during strategy meetings
  • Successor asking higher quality questions as a result, they are creating more credibility

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