Succession Planning – Advice from Experts

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Succession Planning

Ken Clark

Little Rock, AR

$200.0/min 5.0 1 $3.33/min

Expert in work-life balance, the psychology of entrepreneurship and creating disruptive corporate culture by becoming a leader who embraces your own fears. Founder of 275+ person mental health clinical system, former finance exec and 7-time published author. Vistage member and winner of Mentor of the Year from The Investment News, Arkansas Business 40 Under 40, and Arkansas Business of the Year.

Devesh Dwivedi

Calgary, Canada

$1000.0/min 4.8 14 $16.67/min

Business Strategist who started his first business when he was 14. Devesh has started & run many (Web, Education, Beauty & Wellness, Fashion, Retail, Consulting) businesses since then. Devesh has an MBA, worked for multiple Fortune 500 companies & now he helps entrepreneurs grow and scale their businesses.

Lance Woodbury

Missouri

$250.0/min 5.0 7 $4.17/min

Family business consultant, mediator, author and facilitator of peer groups of large farm, ranch and agribusiness owners. Emphasis on facilitating management succession and coordinating estate planning among business owners and their advisors, and identifying and implementing strategic business management initiatives.

John Dinner

Kitchener, Canada Area

$100.0/min 5.0 3 $1.67/min

John Dinner helps clients across all sectors achieve their organizational objectives through excellence in board governance. For more than 17 years, board members and organizational leaders have sought out and valued John Dinner’s insights, practical approach and ability to facilitate needed governance change or transformation. John uses his unique boardroom experience and expertise to help boards to deliver on their accountabilities to promote organizational strength, viability and effectiveness through critical governance processes: 1. setting the organization’s strategic priorities; 2. monitoring the implementation of these priorities; 3. providing management oversight; and, 4. reporting to stakeholders on their stewardship. John’s hands-on, in-the-trenches board work helped develop and refine leading edge governance practices, including director recruitment, board education, meeting effectiveness and best practices, information management and decision-making, and board and director performance evaluations. He knows and understands the needs of directors first-hand. John Dinner is: • a founding member of The Directors College faculty (McMaster University); • a regular conference presenter and workshop leader; • a recipient of the National Award in Governance; • a contributor to the Joint Committee on Corporate Governance; and, • a widely published author and media spokesperson on board topics.

Susan Power, MBA, CHRL, PCC

Halifax, Nova Scotia

$250.0/min 5.0 0 $4.17/min

Founder & CEO of PowerUp Leadership. Vision is to help organizations create inspiring workplaces through leadership coaching, training, and serving as a fractional CHRO. Susan founded Higher Talent, sold in 2016. She accepted senior HR role at J.D. Irving Limited in the trenches of trucking, was promoted after 10 months into an HR Executive Director role in Construction & Equipment. Susan invites you to check out her and Tyler Bayley's Inspired Leadership podcast at: https://anchor.fm/inspired-leadership

Lora Crestan

Ontario, Canada

$200.0/min 5.0 20 $3.33/min

Leadership Strategist + Coach...also app developer, leadership mentor, corporate leader turned entrepreneur focused on guiding others to success!

Keron Chang

New York

$120.0/min 5.0 1 $2/min

Keron Chang is a dynamic Business and Healthcare professional with over 22 years experience across multiple industries and at all levels. He has a strong track record of success in Business, Finance, Pharmaceuticals, Healthcare, Education, Technology, Customer Experience, Marketing, & Entrepreneurship. Mr Chang also has expertise in Management, Public Speaking, Religion, Philosophy, History, Politics, Economics, & Public Relations.

Bob Simpson

Mississauga, Ontario

$200.0/min 2.5 1 $3.33/min

Experienced business coach helping business owners since 1998. Principal focus is client relationship management, business development and business process.

Anurag Sinha

Bengaluru

$100.0/min N/A 0 $1.67/min

Let's talk about People.Helping startups and orgs solve people issues, hire smartly & scale teams. In the ocean of technology

Richard Jones

London

$500.0/min N/A 0 $8.33/min

I help SME founders and PE-backed businesses solve complex financial challenges through focused strategic conversations. As technical controller for Clearpay during one of the largest fintech acquisitions in history (Block's $29bn deal), I've navigated the most sophisticated due diligence processes and can quickly diagnose what's blocking your progress. Call Me For: Exit preparation: What investors/acquirers actually look for in your financials Cash flow optimisation: Unlock trapped working capital and improve liquidity Fundraising roadblocks: Why your numbers aren't convincing investors SaaS/fintech scaling: Unit economics, burn rates, growth metrics that matter PE/VC readiness: Deal structure, due diligence preparation, valuation optimisation Why Founders Call: 20+ years solving problems across start-up to £40M+ businesses Proven results: Successful exits, profitable growth, strategic restructuring Industry experience: Fintech, SaaS, healthcare, engineering, retail Deal expertise: From pre-revenue funding to $29bn exits My Approach: Quick diagnostic thinking. I listen, identify the core issue, then give you the framework and next steps. No theoretical advice, practical solutions from someone who's been in the room when deals happen. Credentials: EdD, MBA, FCMA, FIOD

Ema Ostarcevic

Salt Lake City, UT

$120.0/min N/A 0 $2/min

Ema Ostarcevic is a dynamic entrepreneur and business leader with a proven track record of driving organizational success through strategic workforce planning and executive search expertise. The founder and CEO of SEARCH Group Partners, a leading recruiting and executive search firm in Salt Lake City, whose clients include Google, Tesla, and Goldman Sachs. Ema has spent over a decade transforming how companies attract, retain, and optimize talent to fuel growth and achieve critical milestones. Throughout her impactful career, Ema has assisted over 50,000 women in discovering new job opportunities. Ema’s early career at Robert Half Inc. (NYSE: RHI) as a Managing Director in the Executive and Retained Search division in the Manhattan office gave her unparalleled access to Fortune 500 boardrooms–she was embedded as a strategic partner for C-suite talent acquisition. This provided her with unique insights into the connection between leadership and organizational performance. A Croatian immigrant whose family settled in Utah during the Croatian War of Independence, Ema brings a global perspective and empathy to her work and community service. She serves on the board of the Intermountain Health Foundation and Board Chair for the Planned Parenthood Association of Utah. In these roles, she uses her business acumen to achieve the mission of improving lives through healthcare access and education.

Marius Botos

Luxembourg

$150.0/min N/A 0 $2.5/min

Founder at Midas Touch Mastery, offering coaching, consulting and training services for behavioural intelligence, team performance, communication, talent onboarding, succession plans, career growth and personalised skills development plans.

Maria Gaitan

LONDON,UK

$60.0/min N/A 0 $1/min

- Several international end to end HR tech implementations across different softwares - Oracle, SAP, Workday - 2 years experience with startup management and content creation - Big4 tier

Chisom Nwogbo

Lagos, Nigeria

$400.0/min N/A 0 $6.67/min

With 9 years of experience in trust and estate planning, I specialize in ensuring wealth is maximized and distributed seamlessly. My expertise spans Nigeria and Mauritius, where I have provided comprehensive legal advice to high-net-worth individuals and families. I excel in developing and implementing succession plans, drafting and reviewing legal documents, and collaborating with financial advisors to optimize wealth management strategies. My goal is to protect clients' assets and facilitate smooth succession planning across multiple jurisdictions.

Mauricio Rivas

$60.0/min N/A 0 $1/min

I have nine years of law enforcement experience. I was responsible for training newly hired trainees who attended a basic academy. I have a variety of instructor certificates. I have also been a licensed real estate agent for the last five years representing a wide variety of clients.

Ryan Shanks

Massachusetts

$500.0/min N/A 33 $8.33/min

Ryan has over 18 years of experience in financial services. He is Founder & CEO of Finetooth Consulting, which provides transition consulting, outsourced recruiting and succession planning to the industry. Ryan is also Founder of Finetooth Ventures, which provides advice to early stage startups. Previously, he served as an Executive for Associated Securities Corp. and as a Director for First Financial Planners. Ryan began his career in Financial Services when he formed The Swivel Group, which was based in central Texas and operated as a boutique consulting firm geared toward recruiting services for broker-dealers in the wire-house, bank, regional and independent spaces. Ryan is an Angel Investor and an active volunteer with The Branson Centre and Everwise, where he is currently mentoring a startup law firm and music production company. He serves on the Judging Committee for AngelPool, which is the largest organization of angel investors in the world. He also serves on the Board of Directors for Riskalyze, which has developed a risk tolerance score for investors.

Chris Legend

Botswana

$60.0/min N/A 0 $1/min

Video editor/forex trader/goal chaser/networker to gain more experience.

Siham Elfakir

Paris

$200.0/min N/A 0 $3.33/min

Leadership Coach |Talent & DEI Consultant Delivering Solutions that Fuel Employee Collaboration, Psychological Safety & Engagement

Deon Bradley

Greater Chicago Area

$150.0/min N/A 5 $2.5/min

I'm a former CEO with 30 years of sales and sales management experience. It has been my pleasure to advise and mentor businesspeople and owners for over 20 years. My career includes working in tech since 1992 and leading sales divisions at three Fortune 100 companies-- BellSouth, Ameritech and AT&T. I have also been involved with five startups. My Consulting firm, Bradley Coaching & Consulting, specializes in Sales and Marketing. Additionally, I am a Certified Business Coach. I work with startups, major corporations, for-profits and non-profits. My clients have indicated that I am laser-focused and that I quickly assess their problems and work with them to develop long-term solutions.(www.bradleycoaching.com/testimonials) B.A. and Certification in Computer Technology- DePaul University

Ellen Little

Melbourne, Florida Area

$60.0/min N/A 8 $1/min

I am the only coach that combines coaching with Business Training. With over 20 years of retail sales and service management; human resources; leadership and development experience in corporate America and for my own small businesses, I am the right Business Trainer for the person who wants to Lead with Revenue, maintain profitability and sustain a long term revenue plan. I currently own and manage 2 companies (Business Coaching and a Training Company) - and in partnership with 2 more (Real Estate and Investments) I worked for The Home Depot as a Leadership and Development Manager in the corporate offices, a Store Manager and Risk Management. I worked for a large Real Estate Chain as a Productivity Coach and Market Center Trainer for 4 years. Upon opening my own company, they kept me on a contract basis for 2 additional years.

Cheryl Leitschuh

Minnesota

$250.0/min N/A 7 $4.17/min

As a Leadership Results Consultant, I have worked with hundreds of individuals, teams and organizations with a proven track record of success. As founder of The Leadership Energy Model and The Leadership Energy Assessment, I am a nationally known speaker on cutting-edge leadership tools and resources. My recent book, Leadership Energy - Unlocking the Secrets to Your Success, became an Amazon best seller in 5 days in the leadership energy category. The Kindle version has been nominated for a 2014 Global eBook Award.

Kathleen Fitzpatrick

Greater New York City Area

$200.0/min N/A 5 $3.33/min

Small business owner offering accounting, tax and financial consulting services. Over 25 years Finance, Accounting, Human Resources and Project Management Experience in variety of business settings. MBA, CPA, CGMA, IRS Enrolled Agent.

John Szold

Toronto/Miami

$120.0/min N/A 1 $2/min

Developing and implementing succession plans for more than ten years as CEO of Planning For Succession Inc. aka "The Unsearch Firm" (TM). Practice focused on identifying and preparing talent for leadership roles. Former co-managing director of an international executive assessment company. Preceded by 25 years as an executive in retailing and manufacturing, Concurrently teach business courses at the Bachelor's and MBA level.

Marcella Estes

San Francisco, California

$150.0/min N/A 8 $2.5/min

After working in ad agencies for over 20 years, i now consult on Recruiting and HR. In addition to recruiting and creative services, I trained as a coach for a year with Coaches Training Institute. I really enjoy working with people to help them find the right talent and for talent, to find the right opportunities. www.adsandmakers.com

John Whitaker ("Whit")

Dallas/Fort Worth Area

$100.0/min N/A 16 $1.67/min

Founder HR Hardball, author, speaker, and strategic advisor to Executives with a vision. Doer, builder, shamelessly honest.

John Quinata

Colorado Springs

$100.0/min N/A 0 $1.67/min

Human Capital Strategist - organizational structure, learning and development, performance management, succession planning

Ita Edet

Nigeria

$100.0/min N/A 0 $1.67/min

Seasoned HR generalist and business strategist with a good understanding of international and local environment. Experienced in recruiting, performance management, succession planning, budgeting, manpower planning, business process re engineering. With over 20 years experience in public service, HR and consulting, I have a passion for getting the job done

Matt Ireland

Winston Salem, NC

$60.0/min N/A 0 $1/min

HR manager with over 15 years of expertise. SHRM-CP certified with a master’s degree in human resource management.

Brian Toliver

Kansas City, Missouri

$60.0/min N/A 0 $1/min

Accomplished and dedicated professional, with an extensive background in tactical and strategic Human Resources positions. Collaborate with executive leadership and HR teams to develop and implement initiatives, strategies and process improvements that promote employee engagement and support business goals and objectives. Adept at delivering organizational development and restructuring efforts in order to align all business units and achieve a positive cultural change throughout the organization. Able to build strong and sustainable relationships with internal/external customers, colleagues and management personnel. Proven experience in recruitment strategies, staff development, procedural development and employee relations. Strong communication, interpersonal and organizational skills. Highly-motivated team player with exceptional skills.

Dani Marlin

Tacoma, WA

$60.0/min N/A 0 $1/min

Writer, Artist, CX Enthusiast, & Consultant. Passionate about making you successful and knowledgeable about: Nonprofit Management, Succession Planning, Kindle Direct Publishing, SEO, Customer Experience, Digital Photography, & Emergency Management.

Duane Lakin

$200.0/min N/A 15 $3.33/min

Consultant, Lakin Associates, since 1980 Author: The Unfair Advantage: Sell with NLP!

peter Hardy

Atlanta, GA

$60.0/min N/A 0 $1/min

Founder and ernest Fellow at ernestHARDY, which advises high-growth companies on self-leadership, complex decision making and strategy execution that leads to business transformation. I have varied and deep experience as a successful entrepreneur and corporate business leader. I have been a founder, investor, and held senior leadership positions in one of the largest, most successful private companies in the world. My Core Capabilities: Self-Leadership Complex Decision Making Frameworks Business Transformation

Sourav Kumar

$100.0/min N/A 0 $1.67/min

Nothing is impossible everything is possible ,work hard and easily way everyone can achieve goals 

Richard Lewine

Pompano Beach, FL

$120.0/min N/A 0 $2/min

My expertise and experience in Leadership and Management development can help you generate significant improvements in your people's performance, and assured ROI on your investment in them. I expanded and enhanced this understanding of organizational effectiveness through involvement with Leadership Management International. As a result, I created a series of services including, Organization Goals Sessions, Vision Building and Strategy Formulation, the Presidents Group, The Objective Performance Appraisal System, Succession Planning, Owner/Partner Transitioning, and Exit Planning. I am a SCORE mentor with Broward county Florida chapter. I was a judge for the Baylor New Venture Competition of Baylor University. I am a member of the Board of Advisors of TribeUp , a web based collaborative business/social network. My continuing education includes courses in Marketing, Industrial psychology, Business Law, and Computer Basics at Temple University. I recently received a certificate in the Gamification course presented by Wharton/Coursera,, I am now taking a course at University of Penn in Positive Psychology, led by Martin Seligman.

Joseph Wade

Houston, TX

$100.0/min N/A 0 $1.67/min

* Business Group or Unit Support * Merger and Acquisition Support * Talent Management * Cultural Change * Leadership Development * Business Strategy Integration  * Employee Engagement & Retention * Employee Relations * Employment Law * Leadership Coaching * Developing HR Analytics/Metrics * Best Practice Research * Performance Management * Talent Acquisition * Writing HR Policies & Procedures * HR Projects

Che Channels

Los Angeles

$150.0/min N/A 0 $2.5/min

With time with me you'll learn more about your blind spots and limiting beliefs and how we could break through them to finally get what you want out of life. Getting up feeling motivated, getting rid of that morning brain fog, destroy your axiety, crush your deoression and demand your life back. Whether it be more confidence, more peace, motivation, weight loss, or stuck in depression or anxiety You deserve to live life on your terms and enjoy the all the moments in between Cant seem to get out of your routine, Tired of being sick and tired ? You learn the skills to take charge of your life and finally think and feel what you were made for Ive help hundreds of people find their purpose through , finding their voice, improving their mood, increasing their leadership skills and help them set clear goals to take their life to greater heights and help them achieve a more full-filling life If you're lost and don't know how to reach the next level whether in your career, emotional health, spiritual I could empower to get the results your want out of life. Stop waiting for "someday" to make a change, if you want change it starts with you. If you want to live the life you have never lived you have to become something you've never been. Im not a consoler but Im just here to teach you how to get you want.

Kee Yeo

Grand Rapids, MI

$150.0/min N/A 0 $2.5/min

Creative multicultural talent management and development expert with more than 30 years of extensive global experience with multinational organizations

Oluwafemi Oluwajimi

Nairobi, Kenya

$100.0/min N/A 0 $1.67/min

For the 3 decades of professional experience, worked for organizations in Oil and Gas, Telecommunications, Finance, FMCG and Agro-Food industries in multiple geographies and across cultures in HRM. Specialism in Talent Management, Business Partnering, Change Management, HR Operations, HR Processes and Policy.

Abilash Rayirath

Kerala, India

$60.0/min N/A 0 $1/min

I am Abilash Rayirath, and I am a graphic designer. I bring with me the experience of people and brands for about 2 years now. My work is an honest approach to every problem faced by every person and makes it very simple to handle the subject, keeping the emotions and the environment as natural and as real as possible while staying true to my style. I enjoy being with my cats, drawing, traveling, watching the rain, listening to people talk, and in one way or the other, all of these small things find a way to seep into my work. :)) Bangalore is base now, but Kerala is home

P. Natalia Turnquest

The Woodlands, TX

$60.0/min N/A 0 $1/min

Business Owner, Consultant & Coach specializing in strategic planning for small and family businesses.

Oziofu Okwuosa

Scotland

$100.0/min N/A 0 $1.67/min

19 years exciting HR experience. Managing difficult employees, development plans and career plans for teams. Personal career plans or advice. Performance management. Managing difficult situations. New manager guidance on how to settle and excel in role.

Justin Dunn

Raleigh,NC

$100.0/min N/A 0 $1.67/min

Sr. HR Business Partner for Software & Manufacturing (Start-Up to 8,000 plus employees) https://www.linkedin.com/in/justin-dunn-5029821b/ https://www.facebook.com/justin.dunn.148?ref=bookmarks

Ildar Khabibulllin

London

$100.0/min N/A 0 $1.67/min

Founder at Everest Capital - succession advisory and acquisition vehicle, investment professional and telecom/tech geek. Enjoys travel and live across Europe and the UK, happy husband and father of two daughters.

Abbie Bejrowski

Austin, TX

$120.0/min N/A 0 $2/min

Accomplished HR Technology and Organization Development professional with expertise in implementing, managing and administering global e-learning, succession planning and performance management applications. Proficient in the design and optimization of HR processes, systems and programs to achieve strategic HR initiatives.

Luis Valdes

Decatur, Georgia

$150.0/min N/A 0 $2.5/min

I am CEO of Performance Vertical Consulting, a performance, productivity and sports psychology consulting firm, in Atlanta, Georgia. I am a licensed psychologist with over 25 years of experience advising boards, executives, managers, elite and aspiring athletes, teams and organizations about performance excellence and success.

M. Garrett Wheeler

Hawaiian Islands

$150.0/min N/A 0 $2.5/min

Expert on Hawaii small business; from start-up to maturity. Knowledge-base: HR Mgmt, Finance and People Mgmt. from training & staff development to benefit programs.

Randall F

$150.0/min N/A 0 $2.5/min

Experienced in helping small and medium sized businesses with matters relating to business planning, strategy, integration and human resources.

Taylor Livingston

Austin, TX

$100.0/min N/A 0 $1.67/min

Strategic and results-driven Human Resources and Talent Acquisition professional. Areas of expertise in recruiting lifecycle, SOP and best practices development, and process innovation. Known by colleagues for my high success standards and being an agent for change.

James Turnbull

$150.0/min N/A 0 $2.5/min

CEO of Sverensk. Specialist in Czech Trusts and Asset Structuring. Able to assist new entrants to the Czech Market with introductions and concierge services