Owner transition conversation guide

1. Ask what the owner wants their working week to look like in three years.
2. Listen for goals, uncertainty, and operational constraints.
3. Ask what would need to change before they could step back.
4. Avoid making assumptions about age, value, or readiness.
5. Offer a confidential introduction without pressure.
6. Obtain permission before sharing an owner’s identity or business details.
7. Coordinate roles with the owner’s legal, tax, and financial advisers.

Choose one item to work on this week. You do not need to complete everything before starting a conversation.

You can print or save this page using your browser. Educational guidance; consult your professional advisers for your circumstances.