When I think about legacy, I don’t just think about wealth or reputation. For me, legacy is about what remains after the work is done. I, Dr Connor Robertson, believe that documenting legacy in business is one of the most important responsibilities a leader has. It ensures that the lessons, values, and vision behind a company live on, even after leadership changes or ownership transitions.
Why Legacy Matters
In business, it’s easy to get caught up in day-to-day operations—sales goals, new initiatives, and immediate challenges. But the companies that last are the ones that think beyond the present. Documenting legacy means preserving the principles that built the company so future leaders can carry them forward.
I’ve seen businesses lose their identity when founders step away without leaving a clear record of their mission and methods. On the other hand, I’ve seen companies thrive for generations because their legacy was carefully recorded and shared.
How to Document a Business Legacy
For me, documenting legacy starts with writing down the mission and values of the business. These aren’t just slogans—they’re the guiding principles that shape every decision. When these are documented clearly, they provide a compass for future leaders.
The next step is recording the history and lessons learned along the way. Successes and failures both have value. By documenting what worked and what didn’t, you create a roadmap for others to avoid mistakes and build on strengths.
I also believe in capturing the personal stories behind the business. People connect with stories, and they carry forward the culture of the company. Documenting these stories helps ensure that the human side of the business isn’t lost in the numbers.
The Benefits of Documenting Legacy
Documenting legacy has benefits beyond succession planning. It strengthens culture by reminding teams why the business exists in the first place. It builds trust with customers, who see that the company stands for something lasting. And it increases the value of the business, because buyers and investors know they are stepping into something with depth and history.
For me, documenting legacy also creates accountability. When I put my values and vision into writing, I hold myself to a higher standard. It keeps me aligned with the long-term goals, not just the immediate gains.
My Commitment
I, Dr Connor Robertson, am committed to documenting the legacy of every business I build. I believe that leaders have a responsibility not only to grow companies but to leave behind a clear record of how and why they did it. That record becomes a gift for those who follow.
Looking Ahead
In 2025 and beyond, I believe documenting legacy will become even more important. As businesses move faster and markets shift, the risk of losing identity grows. Leaders who take the time to preserve their legacy will give their companies the greatest advantage of all: continuity.
For me, legacy is not about ego—it’s about stewardship. It’s about ensuring that the work I’ve done continues to create value long after I’m gone. And that’s why documenting legacy will always be central to how I lead.