Key Employee Development & Retention

Preparing Teams for Change

Key Employee Development and Retention becomes increasingly important as businesses grow beyond their founders or original leadership teams. When institutional knowledge and decision-making authority rest with a small group, transitions can create instability if preparation is overlooked.

Employee succession planning provides a structured approach for developing and retaining talent as ownership or leadership transitions occur. With Legacy & Succession, organizations can think more intentionally about people continuity, ensuring that transitions do not disrupt culture, performance, or long-term direction.

Our effective key employee retention focuses on recognizing critical roles, clarifying expectations, and understanding how responsibilities evolve over time. With development and retention efforts, we’ll help ensure that leadership capability grows in tandem with the business, rather than lagging behind it.