PBO Perspectives in Business, Finance & HR

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 transitions with PBO Advisory Group CEO Fran San Diego and Consulting HR Manager Rachel Allen.

Fran and Rachel share the critical steps to take when a CEO announces their retirement, such as involving key stakeholders early, identifying necessary qualifications for a new CEO, and maintaining confidentiality. They offer practical tips on succession planning and evaluating potential successors.

Tune in to learn more about the timing of succession discussions, announcing retirements, and options for internal promotions or external hires.

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Additional resources:

  • pboadvisory.com/succession-planning
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