DOL Employee Ownership Initiative: Succession Planning

Plain-English federal resource on exploring future ownership structures, leadership, and trusted-advisor planning.

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Succession & Firm Continuity / external

Why this source matters

Succession planning should be treated as a structured ownership and leadership design process, not only a late-stage transaction.

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Core claim

  • Succession planning should be treated as a structured ownership and leadership design process, not only a late-stage transaction.

Tool implication

  • Use it to support the Succession Planner's emphasis on ownership options, leadership continuity, and advisor review.

Best use in BLKBox

  • Best used with Succession Planner.

Lead owner prompt

  • Which ownership structures should be explored with qualified advisors?

Questions for owner

  • Which ownership structures should be explored with qualified advisors?
  • Who needs to be involved in the planning conversation?
  • What continuity risks need attention before transaction structure?

How it connects to the tools

  • Use it to support the Succession Planner's emphasis on ownership options, leadership continuity, and advisor review.

Review prompts

  • Which ownership structures should be explored with qualified advisors?
  • Who needs to be involved in the planning conversation?
  • What continuity risks need attention before transaction structure?

Key themes

  • succession
  • ownership structure
  • trusted advisors
  • continuity

Use cases

  • tool prep
  • report review

Recommended before this tool

  • Succession Planner

Recommended after this tool

  • Succession Planner

Suggested placement

  • succession report
  • assumptions to verify
  • consulting intake

Related tools

These tools currently reference this source as methodology or report context.

Succession & Firm Continuity

Succession Planner

Available

Assess continuity, transferability, buyer readiness, and the first 90 days of succession work.

Content status
Owner content needed
Access
advisory account
Upgrade value
Advisor-ready continuity report, 90-day plan history
Beta access
Available during accounts-first beta; tier enforcement can be enabled later.
Best use case
Starting a transition plan before urgency narrows the options.
Estimated time
25 minutes
Open tool