Knowing when to exit an organisation

Barbra Carlisle • September 4, 2025

Managing Founder Transition in Purpose-Led Organisations


Founder transitions are inevitable, as most people set up a business to ultimately exit it with a healthy profit.  We have all heard of multiple entrepreneurs who grow a business, sell and set up a new business.


However, they are rarely easy.


When the founder is deeply entwined with the mission, values, and identity of the organisation, stepping away can feel like a personal and cultural upheaval. Mark Walton’s transition out of Shared Assets, a Community Interest Company (CIC) he co-created 15 years ago offers a thoughtful case study in how to do this well.


Mark’s Story:
Shared Assets was born from a pop-up think tank in a sandwich shop, responding to austerity and the need for new models of land stewardship. Over 15 years, Mark helped shape it into a CIC with a national footprint.


His exit was planned, collaborative, and mission-aligned, a great example of how to leave without losing the soul of the organisation.


His exit took over a year.  It took deep conversations with those it affected and it took resilience from Mark to navigate this journey while maintaining his natural leadership style.


The Change Management Challenge:
Transitions affect everyone not just the founder. People may feel uncertain, anxious, or even resistant. Leaders need to be able to  manage both the emotional and operational dimensions of change.


For Founders:

  • Identity Shift: Letting go of control and redefining your role.
  • Legacy Planning: Ensuring the mission survives beyond your tenure.
  • Emotional Resilience: Navigating grief, pride, and uncertainty.


For Employees:

  • Clarity and Communication: Understanding what’s changing and why.
  • Trust in New Leadership: Building confidence in successors.
  • Culture Continuity: Preserving values while adapting to new styles.


If we think that in the UK 48% of UK business owners have no exit strategy and 37% lack a succession plan,  there is a significant risk to long term disruption and mission drift. And interestingly social purpose organisations are especially vulnerable to founder dependency.



A Practical Guide to Doing It Well:

  1. Start Early: Begin succession planning years in advance.
  2. Use Psychometrics to understand your own innate strengths around transitioning as well as helping you understand team dynamics and your leadership style.
  3. Invest in Leadership Development: Train successors and empower staff.
  4. Engage in Coaching: 1:1 CEO coaching can support emotional and strategic clarity.
  5. Communicate Transparently: Keep stakeholders informed and involved.


Explore our Leadership & Management TrainingCEO Coaching Programmes, and Psychometric Tools to support smooth transitions.


If you want to hear the full conversation I had with Mark listen in to The Unlikely Executive Podcast episode 18, I can highly recommend it!


And remember that letting go isn’t failure, it is part of being an effective leader.


Mark Walton’s story shows that with planning, empathy, and structure, founders can leave a legacy that lasts.



Ideas and thoughts on how to lead well through complexity and change

By Barbra Carlisle March 27, 2026
If you’re worried about not having enough young people, including women coming into construction, you’re asking the wrong question. The real risk is what happens when you don’t use the people you already have properly. The Crisis No One Is Solving Properly Across the UK, the construction workforce is ageing faster than it’s being replenished. There are 20% more workers aged 55+ than under 25. And it gets worse: 35% of the workforce is now over 50, and only 20% is under 30. Yes this presents an industry risk, but closer to home we see organisational risk. Leaders worry about recruitment, apprenticeships, T levels, Skills Bootcamps all useful, but none of them address the real issue: Experience is walking out of the door every single day, and new capability isn’t being integrated fast enough. This is exactly what my conversation with Colin McEllin MCIOB of Clan Contracting highlighted. When a 21 year old commercial graduate joined Clan Contracting, Colin didn’t roll his eyes or think, “another kid who’s never been on a site.” He leaned into it and welcomes thoughts, ideas and advice from 'young Aaron'. Massive benefits for him, and Aaron, and the wider team. Why Intergenerational Leadership Is Now a Strategic Priority The construction sector is staring at a workforce cliff edge: • 140,000+ vacancies lie unfilled. • By 2036, 750,000 skilled workers will retire, stripping the industry of vital capability. • The UK will need nearly 1 million additional construction workers by 2032. Yet recruitment alone isn’t enough. You cannot hire your way out of this crisis. We must integrate generations on purpose, not by accident. What Younger Workers Bring (That Leaders Ignore at Their Peril) Younger talent offers: • Modern thinking around sustainability and digital tooling • Analytical approaches and better documentation habits • A willingness to question processes that haven't been updated since the 90s • A commercial lens shaped by newer training systems In Colin’s words, their thinking “took him right back to when he was 21” eager, energetic, ideas driven. You want that energy before they lose it. What Older Workers Bring (That You Can’t Replace) Your experienced people have: • 30+ years of instinct • Pattern recognition that no textbook teaches • Quiet influence that stabilises teams • Technical fluency on heritage, concrete, structure, sequencing, conservation, problem solving These people are your institutional memory. Once they go, they’re gone. And currently, UK engineering employers admit they only retain knowledge effectively from 57% of retiring staff. That is a crisis hiding in plain sight. Leadership Actions That Works 1. Create deliberate two way mentoring (not hierarchical mentoring). Younger staff teach digital skills, new processes, sustainability thinking. Older staff teach technical judgment, site sense, risk spotting. Both feel valued. 2. Give young people actual responsibility, not token tasks. The CITB plans 40,000+ industry placements a year. It means nothing if leaders hide young people in the corner. Let them make decisions, with support. 3. Systemise knowledge transfer. You cannot afford to rely on “ask Dave if you need help.” You need processes, templates, technical walkthroughs, shared documentation. 4. Remove the “that’s not how we do it here” reflex. 76% of construction workers say current training doesn’t adequately prepare people for the job. So your way probably isn’t the best way anymore. Your Competitive Advantage Is Sitting Right Under Your Nose When generations work in isolation, capability leaks. When generations work together, capability compounds. The firms who win over the next decade won’t be the ones who grab the talent, it will be the ones who blend talent. Listen to the full episode of the podcast here or watch on You Tube here About me I write about topics that my podcast guests bring to the podcast. They have years of experience with challenges and opportunities along the way, highs and lows and are in the thick of leading with purpose and passion, faults an'all. As a coach and trainer I work with leaders and their times to help them thrive, laugh, enjoy their work, be productive and to build teams of all ages.
By Barbra Carlisle March 26, 2026
We love what we do so we grow in that role, we end up as leader with people around us but we want to stay doing the thing we love doing. Balancing leadership is hard.