About Ivy Slater: Ivy Slater is the CEO of Slater Success, a coaching & consulting company focused on the intersection of strategic planning and succession planning and its impact for long term sustainable growth. Ivy is an author, podcast host of Her Success Story and TedX speaker.

In this episode, Ryan and Ivy Slater discuss:

• The necessity of early succession planning
• Strategic planning for sustainable growth
• Building a business that runs without you
• Turning goals into actionable, measurable steps

Key Takeaways:

• Most business owners wait too long to think about succession planning, but it should be part of their growth strategy from the start to ensure a smooth transition, whether for retirement or unexpected life events.
• A well-structured business should be able to function without the owner’s constant involvement, and if stepping away for a real vacation feels impossible, it’s a sign that leadership and systems need improvement.
• Strategic planning is more than setting goals; it requires breaking them down into specific, measurable actions, such as blocking time for networking, tracking progress, and maintaining accountability.
• Scaling a business successfully means understanding that growth requires investment, adaptability, and a willingness to delegate, rather than trying to control everything alone.

"We win the strategic planning race when we model the turtle, not the hare." — Ivy Slater

Connect with Ivy Slater:

Website: http://www.slatersuccess.com/

Email: [email protected]

LinkedIn: https://www.linkedin.com/in/ivyslater/

Facebook: https://www.facebook.com/slatersuccesscoaching

Schedule your free 1:1 Profit Breakthrough Session with Ryan here: https://go.oncehub.com/profit

Connect with Ryan Kimler:

Net Profit CFO Home Page: www.netprofitcfo.com

Email: [email protected]

Facebook: www.facebook.com/rkimler

LinkedIn: www.linkedin.com/in/ryankfinancialclarityllc/

LinkedIn NPC Company: https://www.linkedin.com/company/netprofitcfo/

LinkedIn FC Company: https://www.linkedin.com/company/financial-clarity-llc/

Show notes by Podcastologist Andy Santiago

Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.