Back to the Succession Path

    How we work

    Five steps, run in order because the order is what makes the work hold. We show the method here. Scope and terms are set with you in private, once we understand what you are carrying.

    Talk to Troy

    I run your search.

    Step 1

    Clarity Call

    A twenty minute conversation with Troy. What you are carrying, what you want next, and whether we are the right partner.

    The first door. A conversation, not a product.

    Step 2

    Readiness Assessment

    Guided work that maps how much of the business still runs through you and where the first leadership gap sits. It ends in a written readout we walk through with you.

    Follows the Clarity Call. Scoped with you in private.

    Step 3

    Leadership Diagnostic

    A deeper review of the leaders you have against the leaders the plan needs, with a written recommendation before any search begins.

    Opens once we know what the plan asks of the team.

    Step 4

    Succession / Search Retainer

    An exclusive engagement. We run the succession plan and the search with you: market map, sourcing, screening, assessment, VXL interviews, and portal access for roles and candidates.

    Terms are set in a written proposal. Prior work carries forward into the engagement.

    Step 5

    Placement

    Search for the seats that let an owner step back: 2IC, GM, COO, operations, and branch leaders. Closed, landed, and supported through the first 90 days.

    Terms are set in a written proposal once the seat is clear.

    How engagements are scoped

    You are never guessing at what comes next, or paying twice for the same ground.

    Retained search. The retainer is credited toward the placement fee.

    We start with a conversation, not a cart. Scope, sequence, and terms come in a written proposal after that conversation.

    Work already done with us carries forward into the engagement it belongs to. You do not repeat ground you have covered.

    If we are not the right partner for what you are facing, we will say so in that first conversation.

    90-day placement guarantee

    If a placement doesn't hold, we replace within 90 days.

    Let's talk about what's next

    A private talk with someone who has run a business. No pressure, no sales pitch.

    Prefer email? info@veteranexecutiveleadership.com or call 484-394-2828.

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