What Actually Breaks Succession Plans
from Rich in Relationship Hosted by Rich Heller
Most succession plans don’t fail because of the numbers. They fail because of what’s never addressed underneath them. In this episode, we unpack why transitions break down—even when the structure is sound and the finances work. From the founder’s struggle to let go, to the next generation’s hesitation to fully step up, succession is less about strategy and more about trust, identity, and readiness. You’ll learn: Why “good plans” still stall or fall apart The hidden emotional dynamics on both sides of the transition How lack of clarity around roles, purpose, and trust creates friction What actually needs to happen before a transition can succeed If you’re thinking about succession—or stuck in it—this episode will help you see what’s really going on, and what needs to shift.
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