Haven Base Succession Advisory

Advisory detail

Management Handoff Planning

Practical planning for when a founding manager steps back: authority transfer, client introductions, and the first twelve months of successor support.

Managers reviewing a handoff timeline on paper

About this work

Practical planning for when a founding manager steps back: authority transfer, client introductions, and the first twelve months of successor support.

Delivered as planning engagement, typically over six to twelve weeks. Location: On-site with remote check-ins.

Fees are quoted by complexity. For a full multi-stage succession plan, see our Full Succession Engagement.

To discuss fit and timing, request a scoping conversation.