Multi-partner succession: plan your future, protect your business
When an agency has more than one founder, the hardest conversation often isn’t about clients, the market or keeping up with technology.
It’s about you.
What if one partner wants to step back at some point…but others don’t?
What if a “partial exit” means something different to each of you?
How do you align ambitions and expectations while keeping the peace?
As advisors we help multi-partner agencies navigate exactly that by using a staged, facilitated process that avoids defensiveness and creates a clear, workable plan.
Here’s how:
Private Discovery: conducting confidential one-to-one interviews in order to understand each partner’s ambitions, influence and timeline
Alignment Workshop: sharing anonymised insights from the interviews in order to establish areas of agreement or disagreement, or where more clarity is needed
Future Model & Structure: co-creating the next chapter - roles, governance, shareholder arrangements, financial model, and, of course, a comprehensive transition / growth plan
Documentation & Commitment: locking down agreements and signing off the plan, with clear goals and reviews that hold you to account whilst creating real excitement and momentum
Often, a business will need to grow further before anyone can comfortably step back or take money off the table.
That’s where our Growth Planning expertise comes in, ensuring the agency is valuable enough to fund your future without draining its present.
Check out our advisory team as well as testimonials from happy clients.
If you would like to have an exploratory chat about your business, get in touch via the links below.
