Permanent Equity

How do you find the "right" succession candidates?? Answering that question means navigating internal vs. external options, testing abilities, keeping a warm bench, experimenting with assessments, and, if you're Augustus Caesar, finally just choosing the (not great) option who survived the longest. Explore the research and our take on tapping the right successors in this week's installment of Success in Succession. #succession #eos #smb #strategy #leadership #permanentequity

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Somewhere between "too many cooks in the kitchen" and "the tyranny of one" lies the answer to Q002 in our Success in Succession series – who should actually be involved in succession planning? And, who should drive the process? Read on for what we've learned at PE, insights from the research, lessons learned from Yahoo, and what Queen Elizabeth I has to do with it all. #succession #eos #smb #strategy #leadership #permanentequity

Welcome to the first installment of our Succession Planning Library...What should be included in a succession plan?? Read on for what the research says, our take (+ a questionnaire we're using with our portcos), and some thoughts on George Washington as succession planner. #succession #successionplanning #smallbiz #smallbusiness #permanentequity

Our Success in Succession Planning Library is going LIVE tomorrow – right here on LinkedIn. The project is part of our ongoing mission to find out not only what works and what doesn’t in succession planning, what elements are needed in a good plan, who should be responsible for it, and what it should look like, but also the motivations, incentives, and interactions that can send the best plans sideways. Read more about the project – and be sure to subscribe 👇👇👇

Earlier this week we published the Permanent Equity annual letter: https://lnkd.in/gvZCMta6 One topic I discussed was AI for SMBs. I clipped the beginning of the section below. I'd love your help + feedback. 1) Where are we thinking about the current state of affairs improperly? 2) What advancements, startups, or tools should we be focused on? 3) Who should we pay attention to in this space?

2024 is going in the books as a year of change. The Permanent Equity Annual Letter from Brent Beshore is out now. Read the full letter here: https://lnkd.in/eGDZuGnf

From our home to yours, best wishes for a holiday season full of peace, togetherness, and joy.

Anybody can write a name down. That’s not a plan. Succession planning is messy because people are messy. Emotions, egos, relationships, what looks good on paper — it all gets in the way of what works in the real world. At Permanent Equity, we’ve wrestled with this ourselves. So we’re digging deeper: - What makes a good plan? - Who owns the process? - How do you prepare for the unexpected? - And what can we learn from the people who have done it — better or worse — before? Coming in January, our Succession Planning Library: an exploration of the big questions (and the messy answers) about handing over the reins in small businesses, including what the research says, our take, and characters to consider from business and beyond. It’s not a blueprint — it’s a living guide for what works, what doesn’t, and why. Curious? Stay tuned… Sign up to receive our Success in Succession Planning Library to your inbox: https://lnkd.in/eC-TJ2-K

📣 Our Early Bird Sale is live! Save 10% on all Main Street Summit passes for a limited time. Join us in Columbia on November 4 - 6, 2025 to learn from expert-practitioners and develop relationships to propel your business. Prices go up for good on Saturday, Dec. 21st. 👉 Use the code: EARLYBIRD10 at checkout and save on all pass types. Grab your pass now via the comment below. Happy Holidays from Main Street Summit!