Strategic succession planning for Leftover Currency

Written By Tim Britt

Leftover Currency partnered with Orca Intelligence to develop a clear strategic roadmap, enabling growth, leadership alignment, and a smooth transition to employee ownership through practical planning and team accountability.

OVERVIEW
Leftover Currency partnered with Orca Intelligence to develop a clear strategic roadmap, enabling growth, leadership alignment, and a smooth transition to employee ownership through practical planning and team accountability.

THE COMPANY
Leftover Currency is a specialist currency exchange service based in the UK, helping
individuals and organisations exchange obsolete, leftover, and foreign currency into usable money. Established as a convenient and accessible alternative to traditional
currency exchange providers, the business has grown to process currency from over
150 countries and territories - including outmoded and demonetised banknotes and coins.

THE ISSUE
Mario had strong ambitions, including a move toward employee ownership, but
without a cohesive plan or long-term goals, the business remained reactive. Neither he
nor the leadership team had the capacity to step back and build the strategic framework needed to guide growth and enable a successful ownership transition.

Mario had strong ambitions, including a move toward employee ownership, but without a cohesive plan or long-term goals, the business remained reactive. Neither he nor the leadership team had the capacity to step back and build the strategic framework needed to guide growth and enable a successful ownership transition.

Key issues included:

  • A lack of documented strategic direction

  • Limited team visibility on long-term goals

  • Time constraints preventing leadership from stepping back to plan

  • The need to establish a succession model that could guide the business through a
    transition to employee ownership

THE SOLUTION
Orca Intelligence partnered with Mario and the leadership team to develop a clear,
actionable strategy to guide Leftover Currency through its next phase of growth.
The process involved co-creating a focused strategic plan with defined initiatives and
ownership, building team-wide alignment around the vision, and establishing regular
follow-through in group sessions and 1:1 accountability meetings. Beyond the strategy itself, the work strengthened internal capabilities— empowering the team to lead with confidence and setting the foundation for a successful transition to employee ownership.

 







 




Tim Britt