You’re ready to pick up the torch

we’ll help you develop a concrete plan to ensure the highest
likelihood of success.

We’re in the midst of the largest transfer of business ownership in American history.

Many new senior executives fail within their first two years of a transition. Most of these did not develop a concrete plan that described the steps they needed to take to step into that next level of leadership.

The Successor Bootcamp process will you you develop a concrete and completely customized plan tailored to your exact situation. In twelve to twenty-four months you can be strategically well-prepared for your new challenge.

the THREE PILLARS OF
SUCCESSFUL SUCCESSOR PLANNING

filter effective plans

Distill your Essentials

You can’t effectively plan unless you know what you are and where you are headed. If you don’t already have them, we’ll help you draft a series of Foundational Statements to help create alignment and promote culture.

assess and organize

ASSESS YOUR ORGANIZATION
AND TEAM

It’s important to assess your organization and team so that you know what type of leadership you need. Do you have the right leadership talent in the areas that your business will need moving forward?

prepare your leaders

PREPARE YOUR LEADERS

Based on what we learn, your next generation leaders will create a concrete plan for seven main areas: Relationships, Operations, Sales, Finance, Processes, Executive Knowledge, and People

SERVICES

individual successor bootcamp

INDIVIDUAL SUCCESSOR BOOTCAMP

We will coach you one-on-one through the Successor Bootcamp process, helping you create a concrete plan to build on you strengths and prepare for your new role.

team successor bootcamp

TEAM SUCCESSOR BOOTCAMP

Have you and your colleagues been identified as the successors of your leadership team? This team coaching program offers assessments, individual coaching and then finishes up with a team-based Successor Bootcamp.

successor cohort

SUCCESSOR BOOTCAMP COHORT

Want to learn with and from other successors across the country? Join a virtual, one-year cohort-based Successor Bootcamp to build your customized development plan. (We gather live twice during the year.)

What others are saying…

  • Thomas Renfrow, CEO, Renfrow Industrial

    “David helped me gain the tools and perspective necessary to step in as CEO at my family's construction company. His wisdom and insights have impacted the trajectory of my career. “

  • Amy Fletcher, Founder, ProLogic

    “David's strategic insights and practical advice have not only helped me overcome obstacles but also enabled me to capitalize on new growth opportunities. He asks the right questions, consistently leading me to gain deeper insights into my business.”

  • Caleb Robey, Founder, Depot Analytics

    “Working with David transformed my organization. His insights have helped me navigate sticky situations successfully and have led directly to revenue gains on the bottom line.”

  • Patrick Morley, Author, The Man in the Mirror, patrickmorley.com

    “After working closely with David for more than twenty years, I can confidently state that he is imminently qualified to mentor next generation leaders. His strategic input and direction has had a profound impact on leaders all across America.”

  • Josh Beers, President, OneLife

    “David has been an incredible resource of wisdom and insight to me and our organization in helping navigate the complexities and challenges of senior leadership. He has the unique gift of asking great questions and also offering real time solutions that have moved our mission forward.”

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