How to Develop a Succession Plan | A Step by Step Guide | 829

On this episode of the Inside BS Show, Dave Lorenzo breaks down the tactical side of succession planning for family businesses. Too many CEOs ignore what would happen if they or a key team member couldn’t come to work tomorrow. Dave walks through a hands-on, step-by-step approach that any business can use to build a succession plan—without guesswork or complexity.

You’ll discover how to:

• Capture daily tasks through calendar logging and voice notes
• Use AI or assistants to turn those logs into actionable checklists
• Train successors gradually, starting with one task at a time
• Systematically build SOPs, job descriptions, and succession plans all from the same process

This episode isn’t about theory. It’s a practical playbook for continuity, promotion planning, and long-term business value. Whether you want to step into a Chairman role or prepare for a future exit, you’ll walk away with tools you can implement this week.

📞 Need help building your succession plan? Visit ExitSuccessLab.com to learn how we do it for you.

#SuccessionPlanning #FamilyBusiness #LeadershipDevelopment #BusinessContinuity #ExitStrategy #InsideBS