In Episode 1, PBO Advisory's CEO Fran San Diego, CFO Jennifer Rebis, and CPO Nicole Devine introduced the framework PBO uses to help organizations build succession plans that work.
In Episode 2, the team went deeper into the work of execution: the conversations most organizations avoid, the difference between tenure and readiness, and thefinancial discipline required to make development a capital investment. Episode 3 answers the questions most leaders want answered before theybegin.
Host Joey McCoy is joined again by Fran, Jennifer, and Nicole to cover what sophisticated boards now expect beyond an org chart, why governance of risk is the lens boards bring tosuccession, how succession applies to client and referral relationships, and the simplest, most practical first steps any business owner can take to move from intention to action.
The team also discusses why nonprofits benefit from a dedicated succession committee, how single point offailure relationships show up in due diligence and M&A activity (especially for founders whose relationships are central to the business), and why “start with the end in mind” is the question every founder needs to sit with before the succession plan can be built.
If this episode resonated with you, subscribe and share it with a leader in your network who is navigating change.
Visit pboadvisory.com to learn more about PBO's integrated approach to finance, people, and strategy, or to start a conversation with the team.
Connect with PBO Advisory on LinkedIn for ongoing insights from Fran, Jennifer, Nicole, and the broader team.
If you missed Episodes 1 and 2, find them in the show notes. The three episodes are designed to be experienced as a series.
Chapters
00:30 - What Sophisticated Boards Expect
01:15 - Where to Start at the Board Level
02:37 - From Risk to Confidence and Governance
04:47 - Succession at the Client Relationship Level
05:37 - Mission Critical Roles and Risk Insulation
08:26 - M&A, Due Diligence, and Client Stewardship
09:15 - Referral Partners and Single Point of Failure Risk
10:06 - Cross Training and Organizational Design
10:28 - Where to Start: The Leadership Lens
12:28 - Where to Start: The Financial Lens
13:51 - Where to Start: The People Lens
16:49 - Final Thoughts: Don't Be Overwhelmed
17:41 - Final Thoughts: Be Proactive
18:30 - Final Thoughts: Just Start
19:35 - Closing
Guest Bios
Francesca San Diego, CEO, PBO Advisory
Fran leads PBO Advisory's integrated approach to finance, people, and strategy, advising CEOs and ownership groups through transitions, growth phases, and succession planning.
Jennifer Rebis, CFO, PBO Advisory
Jennifer brings the financial architecture to PBO's client engagements, including the modeling and capital allocation discipline required to make succession planning real.
Nicole Devine, CPO, PBO Advisory
Nicole leads PBO's people strategy work, including executive readiness assessment, culture continuity, and the development pathways that turn high potential leaders into ready ones.
Joey McCoy, Host
Joey moderates the PBO Perspectives podcast series.
Links and Resources
- PBO Advisory website
- Episode 1: Succession Planning — Authentic Insights from the C-Suite
- Episode 2: From Plan to Practice — The Honest
- Conversations Behind Real Succession Planning
- Fran San Diego — Succession Planning as Strategic Renewal
- Jennifer Rebis — The Financial Architecture of Succession Planning
- Nicole Devine — Succession Planning as Culture Continuity
- Connect with PBO Advisory on LinkedIn
