Private Wealth

Management Succession

Build a high-performance organization with seamless management transitions.

Leverage every ounce of your company’s potential by charting a clear path for the company’s leadership team. Give the next generation of leaders more than a seal of approval. Build a high-performance organization by creating a management succession plan to ensure strong leadership for years to come. 

Ensure strong leadership for years to come.

Every business has unique needs. Whether ensuring a smooth transition for the owner, preserving leadership legacy, preparing for anticipated key management departures, grooming successors, or finding management talent, Wipfli can help.

With deep business acumen, change leadership, talent management, and human resources experience, a team of multidisciplinary experts is ready to oversee the planning and implementation of even the most complex management succession plan. Seasoned experts can provide services and solutions that align with overall business strategy and goals.

Employees transitioning to ownership are, many times, highly skilled in certain aspects of the business but may not have the full complement of skills needed as a result of a previous role’s focus. Experts conduct talent assessments of key roles within the business to help reveal potential gaps in the new management team’s skill sets. Change consultants offer leadership and management training to help alleviate the gaps.Strategic human resource specialists have considerable experience in searching for new executives or training existing management so they’re ready for the transition to leadership.  

With the right support, ownership can seamlessly transition management and successfully build a high-performance organization for generations of future growth.

Contact a Wipfli Relationship executive for seamless management transition assistance.