Section 1
Avoid scrambling to replace key employees.
Unify key members of your organization around common objectives, propelling progress toward your succession goals.
Establishing a clear succession plan is pivotal for your organization’s preparedness for the future.

Section 2


  • Sudden departure of key leaders leaving crucial positions unfilled, impacting organizational continuity.
  • Uncertainty and disruption during leadership changes.
  • Loss of intellectual capital.
  • Deterioration of organization culture.
  • Reputational damage due to poorly managed leadership changes.
  • Talent retention challenges.

Section 3
You deserve to have a Succession Plan that improves your organization today.

Section 4
Create a Robust Succession Blueprint: Develop a comprehensive Succession Plan that aligns with your organization’s unique needs and ensures a seamless transition during leadership changes.

Foster Strategic Talent Development: Build confidence in your organization’s future by identifying and nurturing internal talent, creating a pipeline of skilled individuals ready to assume key roles.

Cultivate Alignment in Succession Goals: Ensure that all stakeholders are not only informed but actively contributing to the organization’s succession objectives, fostering unity, and collaboration.

Section 5

3 simple steps

  1. Fill Out the Interest Form
    We’ll delve into your organization’s goals and requirements.
  2. Connect
    A Solutions Advisor will arrange a call to address your needs.
  3. Advance Your Organization
    Attain clarity on your organization’s most crucial objectives, develop a custom Succession Plan, and receive ongoing support as you implement and execute your plan.

Section 6

What makes Smith Marion Succession Planning different?
At Smith Marion, we specialize in crafting tailored Succession Plans, ensuring that your organization’s unique needs are the focal point. Our expert consultants collaborate with you to understand your organizational nuances; whether you’re a small non-profit, housing authority, or a large for-profit enterprise. This allows us to align the Succession Plan perfectly with your specific requirements.

As an Executive Director, CEO, or Business Owner the potential departure of key members can be a looming concern. The absence of a clear Succession Plan jeopardizes your organization’s future, risking significant disruptions if key individuals retire or leave unexpectedly.

Smith Marion Consultants step in to offer a solution. Specializing in creating custom Succession Plans using a proven framework, we act as your guide, ensuring a smooth transition that safeguards your organization’s future.

Our process begins with in-depth discussions, diving into the intricate details of your organization. These conversations serve as the foundation for a meticulously customized Succession Plan tailored precisely to your unique needs.

Ready to secure the future of your organization? Let’s collaborate on creating your bespoke Succession Plan. Contact us today to fortify your organization’s stability and guarantee a seamless transition during times of change.

Here’s how you can begin:

  1. Fill out an interest form.
  2. One of our Solution Advisors will arrange a brief call to discuss your requirements.
    Collaborate with one of our consultants to gain clarity on your organization’s most significant objectives.
  3. Devise a strategy, and receive ongoing support for plan implementation.

Take the first step today by completing an interest form. Meanwhile, download the Smith Marion guide Building a Robust Talent Pipeline for Organizational Success to begin following the most direct path towards achieving your desired outcomes.

Contact Us

With 40 years of expertise, we’re your trusted partners in assisting non-profits and public housing authorities. From grant writing to financial management, our dedicated team ensures impactful solutions for your organization.

Let’s meet and talk about it.