Objective:
Design an operating model that protects the founder’s philosophy and leadership style—while ensuring a smooth transition and sustainable performance as the company grows or leadership evolves.

Challenge this solution addresses…

Avoid disruption or loss of momentum when leadership changes

Protect shareholder equity during succession or reorganization

Clearly separate the ownership role from daily operations

Prevent the loss of critical knowledge and business intuition

Build a business that doesn’t rely entirely on the founder or CEO

What’s included?

  • Strategic planning session with founders and key leaders.
  • Identification of core business practices, roles, policies, and procedures.
  • Definition and documentation of the new operating model.
  • Step-by-step roadmap to formalize the structure (team, processes, governance).

(Note: implementation support is available but not included by default)

Deliverables:

  • A documented operating model with: Business processes, policies, org chart, and job roles.
  • Clear distinctions between ownership, governance, and management.
  • A strategic plan to roll out and sustain the new model.

Timeline

2 months

Starts At

$12,500 usd
Optional: 8–16 hours/month of advisory support during implementation (if needed)
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