Toolbox for the Trades

Episode 49: Successful Succession Planning: Preparing for the Unexpected


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It’s never easy for a family when a loved one dies.

But if, like many in the trades, that loved one is in charge of the family business, it can make it even more difficult.

That’s why you need succession planning.

My guest today is Trevor Lively, President at Blue Jay Irrigation, who, along with his dad who was diagnosed with cancer, suddenly felt the pressure for succession planning in the worst possible circumstances. The experience taught Trevor the importance of preparing for the unexpected.

In this episode, we discuss:

- Trevor’s experience with succession planning

- How EOS helped ease the transition to new leadership

- How Trevor is using video to grow the business.

If you want to hear more stories from the trades, subscribe to Toolbox for the Trades on Apple Podcasts, Spotify, or here.


Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

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