What does succession planning look like when the leadership team does it themselves? In this candid episode of PBO Perspectives, host Joey McCoy sits down with PBO Advisory's executive team - Francesca San Diego (CEO), Jennifer Rebis (CFO), and Nicole Devine (CPO) - as they pull back the curtain on their own succession planning process.

This isn't theoretical advice. It's a vulnerable, real-world conversation about how PBO is actively planning for leadership transitions while maintaining the strategic alignment of their two largest resources: People and Money. You'll hear how they're defining the right seats for future leaders, financially modeling succession scenarios, and ensuring continuity of their competitive advantage.

Key Topics Discussed

• The 2025 Retrospective: Navigating uncertainty during succession planning
• The Right Seats Framework: Defining leadership roles before identifying successors
• Financial Modeling: Calculating the cost and ROI of succession transitions
• Year-End Succession Audits: PTO planning, KPIs, and leadership readiness
• Building a Succession-Ready Organization for 2026

Chapters

(00:00) Introduction

(00:49) The 2025 Market Recap: How Uncertainty Impacts Succession Planning

(02:46) The Right Seats Framework: Designing Leadership Roles First

(05:53) Why Succession Planning Requires Finance & HR Alignment

(07:36) Financial Modeling: The True Cost of Leadership Transitions

(15:20) Setting Up Successors for Success: Forecasting & KPIs

(19:13) Executive Advice for Succession Planning in 2026

Links & Resources

• Articles & Podcast on Year-End Planning & Succession
• Francesca San Diego, CEO
• Jennifer Rebis, CFO
• Nicole Devine, CPO
• Visit our website: pboadvisory.com
• Connect with us on LinkedIn

Ready to build a sustainable succession plan that protects your business legacy?

Visit pboadvisory.com