Future leadership
Identify who can make decisions, lead the team and own key relationships when the current owner steps back.
Succession is broader than choosing a buyer. It is the work of transferring leadership, relationships and operating knowledge without leaving customers, employees or the next owner guessing.
Start a private conversationIdentify who can make decisions, lead the team and own key relationships when the current owner steps back.
Document recurring workflows, seasonal planning, vendor contacts, pricing practices and customer commitments that currently live with one person.
Clarify roles, retention priorities and the communication sequence so the team is considered as part of the transition.
Compare family transfer, management succession, outside sale and phased transition based on capability, capital and the owner’s goals.
These materials help make an exploratory conversation more useful. They do not need to be perfect before you reach out.
Before a transition becomes urgent. More lead time gives the owner room to document the business, develop leaders and compare ownership paths.
Potentially. Transition structure depends on the shop, the parties and their goals, so timing should be discussed early rather than assumed.
An outside acquisition can be evaluated alongside other options, with continuity goals included from the first conversation.
Starting a conversation does not commit you to a sale. Share only enough to help the South Florals team understand your question and preferred next step. Ask what protections apply before providing sensitive records.
Review the acquisition process →