The Human Side of Succession ft. Mary O. Andrews
The first three episodes of PBO Advisory’s succession planning series covered the framework, the financial architecture, and the practical…
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Succession Planning Resources
Leadership transitions are defining moments. Access PBO Advisory’s full library of articles, podcasts, and frameworks to navigate yours with confidence.
Boards, Clients, and Where to Start | Putting Succession Planning Into Practice – PBO Advisory Group
In Episode 1 of PBO Advisory’s succession planning series, Francesca San Diego (CEO), Jennifer Rebis (CFO), and Nicole Devine (CPO)…
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From Plan to Practice | The Honest Conversations Behind Real Succession Planning
In Episode 1 of PBO Advisory’s succession planning series, Francesca San Diego (CEO), Jennifer Rebis (CFO), and Nicole Devine (CPO)…
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The Financial Architecture of Succession Planning | Why Most Organizations Underestimate the True Cost
When leadership teams talk about succession planning, the conversation typically focuses on talent: who’s ready, who needs development, what the…
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Succession Planning as Culture Continuity | Why Technical Excellence Isn’t Enough
The hardest conversation in succession planning isn’t about capability gaps or financial modeling. It’s about acknowledging that the skills that…
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Succession Planning as Strategic Renewal | Why I’m Planning My Own Transition
As I approach my second year as CEO of PBO Advisory, I find myself engaged in what many leaders avoid:…
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Beyond the C-Suite | Why Succession Planning Isn’t Just for Executives
When most people hear “succession planning,” they picture a CEO handing the keys to the next generation. A founder stepping…
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Succession Planning That Actually Works | Integrating Finance, Operations, and People Strategy
Most succession plans fail before they start. However, the reason isn’t a lack of talent or resources. Instead, the problem…
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Succession Planning | Authentic Insights from the C-Suite
What does succession planning look like when a leadership team turns the lens on themselves? In this episode of PBO…
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