A founder came to me with a clear goal to sell the business within three years.
It was profitable, stable, and had loyal clients. But there was one problem: everything still depended on him.
Buyers saw the risk immediately. Without the founder, there was no business.
So we changed the strategy not just to scale, but to de-risk.
We developed a comprehensive succession plan, identified key roles, transitioned client ownership to senior staff, documented critical knowledge, and established a leadership team that could operate independently.
Eighteen months later, the same business returned to the market with the same numbers and clients, but this time, it had a structure.
The valuation jumped 40%.
The difference wasn’t revenue. It was resilience.
Succession planning isn’t just about retirement; it’s about creating an organization that’s valuable because it’s transferable.
And the earlier you start, the more upside you create.
If you want to know how succession-ready your business is, take the Exit Readiness Scorecard and get clarity in minutes.
Highlights:
00:00 Introduction: The Founder’s Dilemma
00:06 Strategic Shift: Redefining the Company
00:17 Market Re-entry: Increased Value Proposition
Links:
Website: https://www.marcogrueter.com/