Smart Business Doctor Solutions & Services

Succession Planning

Smart Business Doctor offers robust programs for succession planning to ensure your legacy moving forward.

Secure Your Legacy

Succession Planning is important because at the heart of the Talent Management process is identifying key roles and mapping out ways to ensure the organization has the right people with the right skills, capabilities, and experiences, in the right place at the right time.

Succession planning is not just exclusive to building a “deep bench” of replacement talent to step in when people retire, or leave.

Succession Planning is also a necessity in properly managing the tax and ownership ramifications of the company future. If being sold, or turned over to family members, the preparation required for this type of transition can take years to implement, and could become very costly tax wise, if not properly planned.

My brothers and I were blown away by the (​take charge) approach to solve our productivity problems. The attention to detail by the Smart Business Doctor staff, was more than we could have ever expected. Even my job description was changed, and I am working in the business, contributing in a much better way. The greatest benefit we received is that because our labor costs are much lower, we are more competitive with our bids and we have started to pick up more work and more customers. On behalf of our entire family, we appreciate all you have done.

Billy O.

New Orleans

When Smart Business Doctor first conducted the ‘Business Assessment’ I really did not think my business had very many problems, once I saw, the type of tools I was missing to track my financial status, it was a real eye opener as to, how far off track my business was. The Smart Business Doctor project director, who provided us with the systems and controls to help us take our company to a high level of professionalism and credibility was amazing. Their consult absolutely changed the morale and integrity of our office staff, and assisted in building a more trusting relationship with our bank…thank you, to all the Smart Business Doctor geniuses that saved my company.

Larry & Sylvia M.

New Jersey

Bottom line, Smart Business Doctor probably kept me from BIG TROUBLE, or saved me from multi-million dollar lawsuits, my business was totally out of control, I had so much liability exposure and I was running scared that I would never be able to get my arms around my problems. I had no systems in place and what money I was making, was totally, by mistake. Jeff, the Project Director taught me how to be a businessman, taught me how to take control of my business, taught me how to manage. Without him, who knows where I would be today. Smart Business Doctor is not cheap, but worth every penny I paid, and I receive a return on my dollar spent, every day.

Shawn B.

Buffalo, NY

When we considered bringing on Smart Business Doctor for advice, I was not quite sure that we could improve the bottom line at all. I was very worried about employee morale. I did not want to let any employees go or compromise are good status and great reputation. The management quickly saw issues from a different point of view. We would have never thought of these remedies. We are now able to continue as before, but with a much better profit margin.

Kelly

Maryland

Our experts, look at every aspect of succession planning to provide a thorough set of options that minimize high, unanticipated costs to keep more money in your pocket.

Many business owners only prepare for succession in the event of death and sometimes retirement, however, fail to plan in the event of incapacitation that could cripple a business because provisions are not made in advance to handle such tragedy.

We believe Succession Planning is just as integral to solid business planning as Sales and Profits are to daily operations.