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Strategy

  • What outcome does ownership or a board truly want from succession?
  • What is our intent - legacy, leadership continuity, or liquidity?
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Planning

  • What future are we building towards?
  • What must the business or organization look like in 5-10 years to be competitive, profitable, and valuable?
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People

  • How should we build and grow our leadership team?
  • Is this the right person to hire or promote?
  • How do we become aligned as a team moving in the same direction?
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  • Strategic Business Assessment (measuring succession readiness)
  • Discerning Ownership Intent
  • Succession Roadmap (with phased implementation plan)
  • Governance Design (board structure, monitoring execution and accountability)
  • Executive Recruiters Focus On Transactional Placements - We Help Prepare Your Organization for Success
  • Successor(s) Identification, Assessment & Selection
  • Role Clarity, Boundry Setting and Accountability
  • Leadership Team Strengthening & Bench Development
  • Setting Strategy & Strategic Planning
  • Culture Development & Family/Board Alignment Discussions
  • Conflict Prevention Through Clear Expectations & Accountabilities
  • Long-Term Monitoring & Recalibration

Fort Myers Office
Fort Myers, Florida 33906
Tel: +1 239.344.9514

Gladstone Office
Gladstone, Michigan 49837
Tel: +1 906.428.9330

Copyright © 2025 Lordstone Corporation | Est. 1998 | All Rights Reserved