Succession Planning Guide and Worksheets

Build a succession plan that enables a smooth transition from leader to legacy.

Whether you are planning to leave your business to your children or groom your successor from internal talent, succession planning is one of the most important tasks for any business owner. Download Anatomy of a Succession Plan to learn what components make up a succession plan and discover where you are in the process. Your free download also includes the Succession Planning Scorecard and the Business Succession Planner Worksheet to identify the next steps to put your plan into action.

Testimonials

“Many years of accurate, thorough, prompt service regardless of which employee or department.”

— President, Manufacturing. Gordon Client for over 30 years. —

“Always there for our family and our business. 100% trust from all partners. Service could not be better. ”

— CFO, Retail. Gordon Client for 18 years. —

“Easy to work with - professional and friendly!”

— Individual, Trust Accounting. Gordon Client for 7 years. —

“Excellent service and excellent advice.”

— Individual. Gordon Client for 11 years. —

“Friendly, trustworthy, knowledgeable, quality work, at a reasonable price. ”

— Individual. Gordon Client for 15 years. —

“I & our companies have worked with Gordon Advisors for many years and they have always been high quality.”

— Owner, Restaurant. Gordon Client for over 30 years. —

“We have been with your company for many years and still have a very good relationship. We are always given the best advice and receive total co-operation. ”

— Trust. Gordon Client for 8 years. —

“Gordon Advisor has always gone the extra step addressing my needs, answer my questions and making me feel special. Even though I'm not their biggest customer. ”

— Individual. Gordon Client for 17 years. —

“We have been working with Gordon Advisors for 20+ years. Wonderful people. ”

— Controller, Manufacturing. Gordon Client for 22 years. —

“As we are a charity, I would recommend their services to other charities as they are familiar with the needs of a charity. ”

— Executive Director, Not-For-Profit. Gordon Client for 14 years. —

“The staff are all highly capable, friendly and accessible. Gordon Advisors are a great resource to our organization and have always treated myself, the staff and my Board of Directors with the utmost respect. ”

— Executive Director, Not-For-Profit. Gordon Client for 12 years. —

“Excellent relationship with Gordon Advisors for the past 34 years. They do our yearly audit and are professional, caring and efficient. We are extremely happy with the work done for us, and the board votes every year to keep them as our auditors. ”

— Executive Director, Not-For-Profit. Gordon Client for over 30 years. —

“Over 20 years of service. They are friendly and professional. We've never been disappointed. ”

— CEO, Construction. Gordon Client for 20 years. —

“We always receive good service and value. A great friendship and understanding has been developed over the years. ”

— CFO, Manufacturing. Gordon Client for 18 years. —

“They have been very helpful and responsive, and have always met our needs. ”

— Manager, Hospitality. Gordon Client for 7 years. —

“The service provided is consistently delivered on a timely basis with value.”

— CFO, Medical Device Manufacturing. Gordon Client for 14 years. —