Succession Planning

Transitioning a Retiring CEO and Identifying, Assessing, and Onboarding Their Successor

A leading PE firm was faced with their founder/CEO’s sudden retirement announcement. They were deeply concerned about identifying a successor who would be accepted and have all the skills required to keep the organization’s goals on track.

Keystone Partners laid out a 3-step process to support the exiting CEO, assess the role requirements, and identify and onboard the most appropriate successor. This case study also touches on the need to consider the benefits of internal candidates versus the pitfalls of searching externally.

Interested in learning more about the outcome of this process? Download our case study for more details.

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