Professional Services Firm Deals With CEO Transition

A professional services firm faced a leadership crisis following the dismissal of its CEO due to personal conduct that was in breach of his employment agreement. The board required immediate strategic counsel to manage the transition, mitigate reputational and operational risk, and preserve stakeholder confidence. The situation demanded a coordinated approach to internal and external communications, careful handling of the contract termination process, and clear positioning of interim leadership while the board engineered a succession plan.

Montieth & Company provided strategic guidance to the board and senior leadership throughout the transition. The firm advised on the communications and procedural aspects of the CEO’s dismissal, including timing, language, and stakeholder sequencing to ensure clarity and minimize speculation. 

We developed and implemented an internal issues management and crisis communications plan to inform employees, align leadership messaging, and maintain organizational stability. Montieth & Company also advised on media engagement, investor relations messaging, and strategies to position the interim CEO as a credible and steady leader during a period of uncertainty. Once the board confirmed the interim executive as the permanent CEO, the team supported a strategic rollout plan to reinforce continuity, rebuild trust, and underscore the company’s commitment to governance and performance. 

The company managed the CEO transition effectively, maintaining stability across operations and communications. Internal confidence remained strong, and external stakeholders, including investors, clients, and media, responded positively to the firm’s transparency and steady leadership. The newly appointed CEO was positioned successfully as a trusted leader, helping the company restore confidence and move forward without reputational damage. Through coordinated strategy and counsel, Montieth & Company ensured the organization navigated a complex leadership change with discretion and control.