The Importance of Protecting Institutional Knowledge During Transition
When key people leave, knowledge leaves with them—unless it’s documented. I always prioritize capturing institutional knowledge during transitions to protect operations.
The Importance of Succession Planning in Small Business Acquisitions
In small business acquisitions, leadership transitions can make or break the deal. I’ve seen companies unravel when succession planning wasn’t addressed. That’s why I make it a top priority in my due diligence. In this article, I share why succession planning matters, how I evaluate it before buying, and what steps I take to ensure a smooth leadership handoff.
Why I Avoid Businesses With No Clear Succession Plan
A business without a succession plan is a ticking time bomb. I’ve seen deals collapse because there was no clear path for leadership or continuity after the owner left. That’s why I avoid businesses without strong succession planning in place. In this article, I share how I evaluate succession risks, why they matter so much, and how they directly impact valuation and long-term success.
Dr Connor Robertson on the Importance of Documenting Legacy in Business
For Dr. Connor Robertson, legacy in business is more than wealth or reputation—it’s about preserving values, lessons, and vision so they endure beyond leadership transitions. Documenting legacy is an act of stewardship that ensures a company’s identity thrives for generations.