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Business succession

Marketing shouldn't walk out the door with the person who carries it

When a company changes hands or a marketing lead leaves, the knowledge that brings customers in leaves with them. We capture it while it's still there, lead marketing through the transition, and train your successor until our absence changes nothing. Fees go down every year: it's written into the contract, and it's the proof the handover is real.

days to understand, decide, install
90
days to understand, decide, install
of protected mentoring per week
1h
of protected mentoring per week
years: lead, challenge, advise
3
years: lead, challenge, advise
brands served
80+
brands served

You're in the right place if…

  • Your marketing lead is leaving and nothing is written down
    Fifteen years of seasonality, agency relationships and budget tradeoffs live in one head. The notice period is short.
  • The successor is there, but not ready yet
    An internal talent knows the field and the CRM, but has never built, defended or run a full budget.
  • Your agencies work without a referee
    Media, creative, web, CRM: each delivers in its silo. Nobody frames, evaluates or negotiates them.
  • Next year's budget gets decided during the gap
    The annual plan freezes in a few weeks. Whoever isn't in place before that inherits a year they didn't build.

How we work

  • 01
    Phase 0: the scoping brief
    A few blocks of observation and interviews with the person in the role. Output: the map of the real role, task by task, the 80-20 of the mandate, and the number of days per month the handover requires. Fixed fee, and the brief is yours.
  • 02
    The transition: capturing knowledge before departure
    Structured knowledge transfer while the person is still there. It's the most perishable resource of the whole mandate, and the only window in which it can be captured.
  • 03
    Interim marketing leadership
    Planning, budget, execution with the team and agencies, negotiation of mandates and media buying. One principle never changes: we don't replace anything that works.
  • 04
    Measurement all the way to the sale
    A single dashboard linking advertising to the lead, the CRM, the rep and the sale. While that loop stays open, every media decision is an opinion.
  • 05
    The successor's development plan
    Built with them, not for them: the leadership role, planning, budget, media buying, the costly traps, managing agencies and a team. One protected hour a week.
  • 06
    The path to autonomy, on written criteria
    Year 1: we lead, the successor learns by doing. Year 2: they decide, we challenge. Year 3: they lead alone, we advise. Each step triggers on autonomy criteria written in advance, never on the calendar.
Ideal client

We work with you if…

We turn down ~60% of requests. Not out of snobbery - because we want to deliver real results and that requires the right fundamentals on your end.

Qualify my project
  • Established SMB, 10+ years
  • Announced marketing-lead departure, or transfer underway
  • Successor identified internally
  • Agencies and team already in place to lead

Frequently asked

The questions we get most before kicking off.

Will you replace our agencies?
No. We don't replace anything that works. Your agencies and team keep their work; our role is to lead, arbitrate and challenge them, not to pull their production in-house. It's written into our engagement principles.
How long does it take?
Phase 0 takes two to three weeks. The transition lasts as long as the outgoing person is still there. The leadership mandate then runs one to three years depending on the successor's progress: we only move to the next stage once the autonomy criteria are met.
How is it billed?
In three pieces, each engaged only once the previous one is delivered: Phase 0 at a fixed fee, the transition at a bounded fee, then a monthly retainer set when the scoping brief is delivered and the real workload is known. The retainer declines year over year, written in at signing.
What if the successor isn't ready on the planned date?
We stay at the previous stage. Fees don't drop to honor a calendar, they drop when the handover is real. And part of how our mandate is evaluated is your successor's progress: if we do that part badly, it has to show.

Ready to talk growth?

Book 30 minutes with us, or send a message if you'd rather walk us through your project in writing.

We turn down about 60% of requests. If we take you on, it's because we can deliver.