How to build a succession plan before you need one

The Person You Can’t Afford to Lose

Every business has one. The person who just knows how everything works. They’ve been there for years — maybe over a decade — and somewhere along the way they became the institutional memory of the business. They know the clients, the quirks, the processes, and all the things that were never written down because they were always just there to handle them.

They’re brilliant. Dependable. Irreplaceable.

And that last word is where the problem starts.