Management Succession
Maintain business value through the right leadership
Your company’s leaders and managers are integral to developing its personality, brand, and customer base. Moss Adams can help you preserve that legacy through succession planning. Whether it is for a single CEO position or for an entire executive team, we can help you:
- Define expectations
- Assess team members
- Provide leadership training and coaching
A proven system
Moss Adams succession planning specialists will help you:
- Define your preferred outcomes for current and prospective leaders
- Identify successor candidates using our proven Profile XT™ Assessment
- Ready successors or teams through training and coaching
- Monitor and evaluate the transition to promote success
A holistic approach
Because so many aspects of your life intersect, we take a big picture approach. Related services we offer include:
- Leadership development programs
- Ownership transition planning
- Compensation design
- Strategic business planning
- Family financial education
- Business financial planning
- Management succession
- Personal financial planning
- Income tax planning
- Investment management and consulting
- Insurance management and consulting
management Succession Contacts
Cathy Gibson
206-302-6515
Amy Esary
360-676-1920
Lori Hazen
360-676-1920
