I was surprised recently when someone mentioned they saw my role in the succession planning process as duplicative to that of attorneys.  Using client examples, I provided a clearer understanding of how my role as a management consultant and family business advisor differed from and, in fact, eased the process for attorneys.  Still, this prompted me to realize a review of the roles different professionals play in succession planning could benefit owners who have not yet begun their planning process.

To that end, below are listed a few of the key steps in the succession planning process along with the professionals most likely to assist in that step. (more…)