540. Culture, Clarity, and the Long Game: Planning Succession with Purpose
Description
In this episode of Daily Influence, Brandon Cohen interviews Brian Smith about the delicate balance of preserving culture while planning for leadership succession. The business in focus had one major concern: maintaining its strong internal culture through future ownership—without sacrificing value or vision.
Brian unpacks how the SMART Management framework helped align team members, clarify stakeholder roles, and create a multi-year succession plan rooted in intentionality. Through stakeholder discovery and transparent conversations, the company moved from uncertainty to confidence about its path forward.
If you're leading a mission-driven organization and thinking about succession—even five years out—this episode offers powerful lessons on planning with heart, structure, and strategy.
United States
