Join us for a targeted journey and delve into the precise strategies and methodologies of business continuity and succession planning. Gain expert guidance, practical steps, and insightful frameworks to navigate seamless transitions within your organization. Whether you’re a seasoned principal managing succession, an emerging leader preparing for ownership, or a seasoned manager considering your own firm, this course ensures clarity, resilience, and purpose-driven action.

Learning Objectives:

1. Strategic Shift: Embrace the Succession Paradigm Shift – Attendees will identify and understand the importance of aligning “the three legs of the stool”: business, personal, and financial goals to prepare their firm for the future.
2. Challenges Ahead: Explore the 3 Major Challenges – Define and understand the three major challenges all firms face. Learn to navigate the business transition landscape with confidence.
3. Continuity Strategies: Delve into Business Continuity Options – Define internal and external paths to business continuity. Discover how to think about these choices and pave the road for a successful future.
4. Guided Steps: Assembling the Right Team – Attendees will learn how to evaluate which business advisors are necessary to guide the current and next-generation firm owners.