Sucession Planning

Secure Your Business Future with Succession Planning

Succession planning is a critical—yet often overlooked—part of running a small or medium-sized business in Ireland. You’ve invested years building your enterprise. But what happens if you’re suddenly unable to lead—through retirement, illness, sale, or unexpected events?

Why Succession Planning Matters

A well-crafted plan protects continuity, jobs, and value. It provides a clear roadmap for leadership transition and
decision-making—maintaining stability for your employees, customers, and stakeholders when it’s needed most.

What a Strong Plan Covers


  • Leadership & ownership succession — who steps in, when, and under what conditions

  • Key roles & knowledge transfer — protecting critical relationships and know-how

  • Governance & decision rights — clarity on who decides what, and how fast

  • Legal & financial readiness — shareholder agreements, wills, tax planning, insurance

  • Operational continuity — cashflow, systems access, banking mandates, supplier/customer comms

Get Your Succession Readiness Snapshot

Our quick Succession Readiness Check helps you gauge where you stand and what to prioritise next.
In a few minutes you’ll see how prepared your business is for a smooth transition—and where targeted actions will
make the biggest difference.

Your Personalised Report Includes:


  • A practical readiness score  showing your current level of preparedness

  • Strengths to leverage and gaps to close across people, process, and governance

  • A focused action plan with next steps and timelines

  • Guidance from the SETU team  to help you implement confidently

Take the Next Step

Succession planning doesn’t have to be complex. With clear priorities and the right support, you can protect your
legacy, your people, and your business value.

Take the Succession Readiness Check today and receive your personalised report. The
SETU team will follow up to help you put the plan into action.