In leadership and business, we often plan for growth, scale, and impact — but what happens when it’s time to pass the baton?

A Business Succession Plan isn’t just about retirement. It’s about legacy, stability, and stewardship. Whether you’re a founder, executive, or key decision-maker, succession planning ensures what you’ve built can thrive beyond you.

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Here are three foundational phases to consider:

1. Inventory: Talent – Positions – People

Before planning your exit, get clear on what you’re handing off.

• What roles are mission-critical?

• Who has true leadership potential?

• Are you growing leaders — or just managing tasks?

🛠️ Pro Tip: Use an org chart or scorecard to match current talent to future roles.

⚠️ 2. Assess: Risk – Stability – Longevity

If you stepped away today, would the business survive?

Audit key areas:

• Operational and financial risks

• Leadership gaps

• Clarity of long-term vision

📖 Faith Insight: “A good man leaves an inheritance to his children’s children.” — Proverbs 13:22

🌱 3. Develop: Interest – Funding – Strategy

Succession takes more than a handshake.

• Is your successor interested and equipped?

• Will funding come from internal capital, life insurance (like Kai-Zen), or a third-party deal?

• What’s the tax impact?

💡 Pro Tip: Consider tax-free strategies like IULs to finance a smooth transition.

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The Tree of Life

Succession isn’t just about what we leave in the world — it’s about what we leave in eternity.

In a powerful message, Amir Tsarfati reflects on the Tree of Life after the unexpected death of his father-in-law. His message reminds us that while businesses pass on, eternal life and spiritual wisdom endure.

Scripture paints the Tree of Life as:

• A symbol of eternal access to God

• A source of divine wisdom and uplifting speech

A promise fulfilled in the New Jerusalem through Christ

📩 Want to build a legacy that outlives and outlasts you — both financially and spiritually?
Let’s talk about how succession planning and tax-free strategies like Kai-Zen can help.