On this episode of the Inside BS Show, Dave Lorenzo breaks down the tactical side of succession planning for family businesses. Too many CEOs ignore what would happen if they or a key team member couldn’t come to work tomorrow. Dave walks through a hands-on, step-by-step approach that any business can use to build a succession plan—without guesswork or complexity.

You’ll discover how to:

• Capture daily tasks through calendar logging and voice notes
• Use AI or assistants to turn those logs into actionable checklists
• Train successors gradually, starting with one task at a time
• Systematically build SOPs, job descriptions, and succession plans all from the same process

This episode isn’t about theory. It’s a practical playbook for continuity, promotion planning, and long-term business value. Whether you want to step into a Chairman role or prepare for a future exit, you’ll walk away with tools you can implement this week.

📞 Need help building your succession plan? Visit ExitSuccessLab.com to learn how we do it for you.

#SuccessionPlanning #FamilyBusiness #LeadershipDevelopment #BusinessContinuity #ExitStrategy #InsideBS