Navigating CEO Retirements and Leadership Transitions
In this episode of “PBO Perspectives in Business, Finance & HR,” host Joey McCoy talks about CEO retirements and leadership…
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Business Analytics as a Leadership Discipline
In Episode 1 of this series, PBO’s CEO, Consulting CFO, and Sr. Finance Consultant and Human Capital Advisor discussed why…
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Business Analytics as a Leadership Discipline
Building strong business analytics is not a technology project. It is a leadership discipline. In this first episode of PBO’s…
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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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CEO Reflections | Strategic Planning and Leadership Lessons for 2026
As I approach my second year as CEO, I have naturally been taking stock. Of course, any person in business…
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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.
Fractional vs. Interim | What’s the Difference, and Which One Do You Need?
We get this question a lot, and I understand why. Fractional and interim can sound like two versions of the…
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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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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 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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