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SuccessionExpert answer · 1 min read

How do I hand my installation crews to a successor at my AV company?

Introduce the successor to each crew lead first, then to the crews, and let them ride along on real jobs. Hand over scheduling and job sign-off in steps. Talk with each crew about what they need to stay, and tell them early, before rumours do.

Crews follow people they respect, so the order of introductions matters. Bring the successor to each crew lead privately before any group meeting. Explain to the leads what is changing and what is not. They will tell their crews anyway, and it is better that they hear it from you first.

Then give the successor real exposure. Let them join site visits, listen to how you settle disputes on site, and sit in on how jobs are scheduled and who is sent where. Over time, move decisions across one at a time: first scheduling, then job sign-off, then pay questions. Stay reachable, but resist taking back the decisions you have given away.

Talk to each crew member about their plans. Ask what would keep them: pay, hours, tools, training or a clear path. Turnover during a handover is expensive, so address it openly. Your lawyer can check the written terms of any new offer. Finally, set a date when you step back from crew matters, and announce it, so the crews know whom to approach. Do not overlook the paperwork crews depend on: vehicle use, tools, safety training and pay arrangements. A successor who understands these details early earns trust faster than one who arrives with only a new vision for the business.

Key takeaways

  • Meet each crew lead privately before any group announcement.
  • Hand over scheduling, then sign-off, then pay decisions one at a time.
  • Ask each installer what would keep them, and put any promise in writing.

Sources

This answer is checked against primary sources. Links were last confirmed on the dates shown.

  1. 01
    Business Development Bank of CanadaGovernment
    What is succession planning?
    bdc.ca·Checked Oct 22, 2026
  2. 02
    Business Development Bank of CanadaGovernment
    Advice for succession planning - Articles and tools
    bdc.ca·Checked Oct 22, 2026

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