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Succession planning

Learn about exit strategies, how to ensure your successors have the skills they need and getting the timing right with our selection of books, articles, links and guides.

What's on this page?

  • eBooks
  • Online articles
  • Useful links
  • Articles and books from the Library

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Featured article

Planning for the day after
Article looking at how to help business-owner clients with their succession plans. It notes that the conversation should extend to the key people considered a part of the continuity. It adds that funding and format also play a major role, with the primary tools for funding being cash in the possession of the surviving owners, life insurance, or an installment buyout.

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Featured video

Board composition and refresh

 Julie Daum talks to NACD BoardVision about trends in board composition, director tenure and diversity, based on findings from the 2014 Spencer Stuart Board Index. She also reports on shareholders' views on board succession. 

Online articles

The Library provides access to leading business, finance and management journals. These journals are available to logged-in ICAEW members, ACA students and other entitled users subject to suppliers' terms of use.

Planning for the day after

Article looking at how to help business-owner clients with their succession plans. It notes that the conversation should extend to the key people considered a part of the continuity. It adds that funding and format also play a major role, with the primary tools for funding being cash in the possession of the surviving owners, life insurance, or an instalment buyout.

Succeed at succession

How to approach your succession planning and grow the bench strength from within. The article argues that firms need to create a culture of leadership development and be clear about why they are doing succession planning.

ESOPs fables

Discusses the value of considering employee stock ownership plans (ESOP) in succession planning. Topics covered include the structure and tax advantages of ESOP.

Showing 3 of 13 items

Useful links

Don’t go another year without a succession plan
An article published by Francesca Zelasko in 2011 on Accounting Web. Sets out the case for succession plans and the key elements involved.

Emergency CEO succession planning
Article published in BusinessWeek in 2008 identifying three key steps which should be part of any good CEO succession plan.

How to prepare the successful sale of an established family business
Publication from Accountancy Europe that addresses the principles of selling a family business.

Keeping it in the family - SME family business succession
Published by the ACCA and Federation of European Accountants in 2004, this booklet covers how family business owners can plan and prepare ahead for a successful transfer of their business. It is intended for accountants to give to their clients as part of a review of succession issues.

Passing the baton - encouraging successful business transfers: Evidence and key stakeholder opinion 
A 2004 Department for Business, Innovation & Skills report that looks into the need for UK SMEs to develop succession plans.

Preparing or procrastinating?
An EY 2015 special report analysing how the world's largest family businesses carry out successful successions, based on survey results gathered from 525 businesses worldwide. 

Succession planning (CIPD) 
This factsheet from the Chartered Institute of Personnel and Development looks at the background to succession planning, the main features of modern succession planning and the role of HR.

Succession Planning (Spencer Stuart)
The executive search consultancy firm Spencer Stuart provides a section with publications and insight into issues relating to successful succession planning.

Planning your exit from your business
Business guide from Atom Content Marketing.

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