Succession planning

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Future investors want to know what happens after they invest, so having a clear succession planning strategy and ongoing narrative is critically important.


Succession planning is an important part of any business plan, but its often overlooked when it comes to investor relations. Investors want to know what will happen to their investments in the long term, and having a clear succession planning strategy and ongoing narrative can help to ensure that their investments are secure.

Succession planning outlines the steps that need to be taken in order to ensure that the business continues to run smoothly in the future. This includes things like identifying and training potential leaders, creating policies and procedures, and establishing a clear management structure. By having a succession plan in place, investors will feel more secure in their investments, knowing that the company has a plan in place for the future.

A good succession planning strategy should also include communication. Its important to keep stakeholders up to date on the progress of the plan, so they know exactly whats happening. This might include providing regular updates on the progress of the plan, hosting occasional webinars or other events, or even writing a blog post to provide additional information.

At Bluestones, we ensure that we invest in and develop the people within our businesses. It’s one of the reasons we’re a multi-year Best Companies awarded business and one of the top 100 large employers in the UK (from an employee engagement perspective). Part of this development is through training, providing clearly structured career paths and promotion/growth opportunities, as well as understanding that as a business grows, building a succession plan is essential.

We also know that when a business is sold – and therefore where understanding the valuation calculation is critically important – having a clearly mapped out succession plan, will be a positive influencing factor in securing a higher valuation. 

If in doubt, here are four main benefits to having a succession plan in place

About Bluestones

Bluestones Investment Group invests in staffing service companies. We operate a balanced portfolio of businesses in specific divisional sectors and are always keen to receive investment enquiries.

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What you need to know

Although our existing brand portfolio operates across five core sectors, we’re not restricting future investments to just those. If you have a good proposition and a believable plan, that’s half the battle – so talk to us today about how we can help.

We’ve refined our start-up process so that we can typically launch a new recruitment business, fully set up with all the necessary branding, systems, and accounts, within a matter of weeks. 

Firstly, we need you to submit your investment enquiry. You can do that HERE.


As long as there’s sufficient detail in there, our Investment Director will review your proposal. All investments submitted will receive personal feedback.


After that, if your investment meets our criteria, our Group CEO and CFO will review and sign off on the investment and we’ll get heads of terms and shareholder agreements drawn up. As an equity stakeholder in your new business, it’s important we get this all agreed up front.

Our investment criteria is fairly simple; we’re looking for the following:


  1. A realistic budget.
  2. Demonstrable knowledge in your location(s) and sector(s).
  3. Proven sales growth and track record.
  4. A structured plan for your new business.
  5. A vision for how you want to develop your business.

We expect you to have at least 3-5 years’ experience in your chosen sector. We need to have confidence that you understand your market and have a well-developed network of clients and candidates.

We offer one of the best all-round investment and support packages available for recruiters and recruitment businesses. From providing all of the upfront funding, guaranteeing salaries, providing office premises, full provision of IT equipment and services, and all the support services you need, including IT, legal, HR, Finance, etc.

We’re focusing on recruitment businesses within the UK right now and already have established recruitment hubs in Birmingham, Chester, Leeds, Liverpool and Manchester – with other offices around the country. 


As long as you’re based in the UK, you can trade wherever, and we can support you.

We invest in businesses that we believe can be successful. That means a business that can scale and grow at pace, that is typically break-even in year one of our investment, and ready to exit in year three, or preferably join our core recruitment business portfolio for further growth, increased value, and wealth creation. 

Speak to me about your investment

Matt Cody

Investment Division CEO

“We have a proven approach to investing in the recruitment sector, scaling businesses rapidly, and creating value. Let's talk."

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