🔥 Clint Park & Luke Roush: Your bridge from succession anxiety to action

With decades of experience, Luke Roush emphasizes succession planning as a shared, supported journey—not a solo task.

Want to move from spectator to player in succession planning? 

Clint Park and Luke Roush reveal how my new workbook, The Seven Pitfalls to Avoid in Succession Planning makes it possible. 

Their foreword is a rallying cry for leaders ready to act. Read it now—then grab your copyto start the work:

Most business owners don’t approach succession planning with total confidence. More often than not, it starts with questions, uncertainty, and a quiet sense that putting it off might be easier than stepping into unfamiliar territory. In Succession Planning for Impact, Harry addressed this head-on, explaining why succession planning matters and painting a clear picture of what thoughtful, intentional planning can look like.

This workbook is where things get practical. Think of it as the “how” to the book’s “why.” It’s designed to help you move from understanding to action - from being a spectator to being in the game. With decades of experience working alongside privately held businesses, Harry knows the challenges you’re likely to encounter. The examples, tools, and checklists here are meant to make the process clearer, more manageable, and — most importantly — achievable.

One helpful way to think about the value of this workbook comes from a principle often used to lead organizations through change. Real change happens when three things come together: dissatisfaction with the current state, a compelling vision for the future, and a clear next step. ​

Harry’s original book creates that healthy dissatisfaction and lays out a strong vision of what effective succession can enable. This workbook is the next step—the bridge that turns insight into action. It removes the guesswork around where to begin and gives you practical tools to move forward with confidence.

Just as importantly, this workbook isn’t meant to be used alone. Succession planning is complex, and none of us has all the answers. Working through this process in community allows you to benefit from a wide range of perspectives, experiences, and insights. After all, the areas of necessary decision-making always exceed an individual’s grasp. Together, a group’s shared wisdom becomes a powerful resource, turning what might feel like a heavy, solitary task into a supported and collaborative journey.

If you’re holding this workbook, you’ve already taken meaningful steps toward preparing your business, your family, and your people for what comes next. You’re on the right path—keep going. Let this guide bring clarity, momentum, and encouragement as you finish the work you’ve started. 

With Harry as your guide and others walking alongside you, you have what you need to move from intention to completion. We wish you well as you embark on this journey!

Clint Park and Luke Roush

Sovereign’s Capital Management