For owners of established businesses
What’s next
for your
business?
Growth, a change in direction or a handover. Give the decision a clear starting point.
How we work togetherYour starting point
Put the next stage in context.
Before making changes, bring together your priorities, your current capacity and the decisions that need an owner.
Business priorities
What do you want the next stage of the business to achieve?
Capacity and resources
What would need to change in the team or the way work is organised?
A practical sequence
Which decisions need to come first, and who should be involved?
Your starting point
Give a significant decision some structure.
A change in direction is easier to discuss when the choices, constraints and people involved are clearly set out.
The decision
What change are you considering, and why now?
The options
Which routes are available, and what needs to be understood about each?
The people involved
Who needs to contribute to the decision and its delivery?
Your starting point
Begin with what the business needs to retain.
A handover conversation starts with responsibilities, knowledge and a realistic outline of the transition.
Responsibilities
Which roles and decisions need a clear future owner?
Business knowledge
What information and relationships need to be passed on?
Timing and support
What preparation or specialist input would help the transition?
Understand the business.
Then agree the work.
A useful advisory relationship begins with the context. Scope, responsibilities and the right specialist input follow from that first discussion.
- 1
Understand the situation
Set out the business, the decision you face and the information already available.
- 2
Define the work
Agree the questions, the people involved and a clear scope for the next stage.
- 3
Agree the next steps
Build a practical sequence and decide where further specialist input is needed.
Before we meet
A useful first
conversation.
You don’t need a finished plan. Bring a short outline of the business, the decision and your timescale.
- Business
What the business does and who it serves.
- Decision
The change or choice you’re considering.
- People
Who should be involved in the discussion.
- Timing
Important dates and practical constraints.
Prepare your
conversation.
A short outline, based on your priorities.
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